Position in AU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,199
New position
Shares Held
89
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#499
of 555 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Gold
Basic Materials · as of Jun 30, 2026LifeSteps Financial, Inc. holds $101,160 across 9 Gold names. AU ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KGC |
Kinross Gold Corp
|
1,670 | $39,445 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
83 | $12,875 | |
| 3 | PAAS |
Pan American Silver Corp
|
271 | $12,138 | |
| 4 | NEM |
NEWMONT Corp /DE/
|
123 | $11,488 | |
| 5 | AGI |
Alamos Gold Inc
|
320 | $9,708 | |
| 6 | AU |
AngloGold Ashanti PLC
This page
|
89 | $7,199 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
40 | $4,492 | |
| 8 | RGLD |
Royal Gold Inc
|
17 | $3,393 |
All Filings in AU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,199 | 89 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||