Position in AU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,897
-$1,617 QoQ
Shares Held
110
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#493
of 555 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $46,257 across 2 Gold names. AU ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
400 | $37,360 | |
| 2 | AU |
AngloGold Ashanti PLC
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|
110 | $8,897 |
All Filings in AU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,897 | 110 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,514 | 108 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,039 | 106 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $7,384 | 105 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $4,739 | 104 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,860 | 104 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $2,354 | 102 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||