Position in AU
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$11,162
-$229 QoQ
Shares Held
138
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#486
of 556 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AU Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Dogwood Wealth Management LLC holds $99,777 across 8 Gold names. AU ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
357 | $33,343 | |
| 2 | RGLD |
Royal Gold Inc
|
86 | $17,166 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
100 | $15,513 | |
| 4 | AU |
AngloGold Ashanti PLC
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|
138 | $11,162 | |
| 5 | KGC |
Kinross Gold Corp
|
470 | $11,101 | |
| 6 | B |
Barrick Mining Corp
|
180 | $6,611 | |
| 7 | CDE |
Coeur Mining, Inc.
|
225 | $3,672 | |
| 8 | GFI |
Gold Fields Ltd
|
36 | $1,209 |
All Filings in AU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,162 | 138 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $11,391 | 117 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,357 | 98 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $210 | 3 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||