Aprio Wealth Management’s AngloGold Ashanti AU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$213K Sell
2,628
-36
-1% -$3.42K 0.01% 607
2026
Q1
$259K Sell
2,664
-383
-13% -$39.3K 0.01% 526
2025
Q4
$260K Buy
3,047
+11
+0.4% +$858 0.01% 471
2025
Q3
$214K Buy
+3,036
New +$170K 0.02% 410

Other funds holding AU

Aprio Wealth Management's AU Position: Q2 2026 in Review

Aprio Wealth Management reduced its AngloGold Ashanti (AU) stake by 1.4% in Q2 2026, selling an estimated $3.42K and leaving 2,628 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #607.

Aprio Wealth Management first reported a position in AU in Q3 2025 and has held it in 4 quarters since. The position peaked at $260K in Q4 2025. 167 funds tracked by Wall St. Rank hold AU as of Q2 2026.

  • Aprio Wealth Management held 2,628 shares of AngloGold Ashanti worth $213K as of Q2 2026.
  • Aprio Wealth Management sold 36 AngloGold Ashanti shares in Q2 2026, an estimated $3.42K.
  • AngloGold Ashanti made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #607 holding.
  • Aprio Wealth Management first reported a position in AngloGold Ashanti in Q3 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's AngloGold Ashanti position peaked at $260K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.