Avior Wealth Management’s AngloGold Ashanti AU Stock Holding History

Avior Wealth Management’s Portfolio AU Stock Details AU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-143	Closed	-$3.3K	–	853
2024 Q4	$3.3K	Hold	143	–	–	﹤0.01%	1996
2024 Q3	$3.81K	Hold	143	–	–	﹤0.01%	1865
2024 Q2	$3.59K	Hold	143	–	–	﹤0.01%	1822
2024 Q1	$3.17K	Buy	+143	New	+$2.69K	﹤0.01%	2194

Other funds holding AU

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Avior Wealth Management's AU Position: Q1 2025 in Review

Avior Wealth Management sold out of AngloGold Ashanti (AU) in Q1 2025, closing a stake of 143 shares — an estimated $3.3K sold.

Avior Wealth Management first reported a position in AU in Q1 2024 and held it in 4 quarters. The position peaked at $3.81K in Q3 2024. 267 funds tracked by Wall St. Rank hold AU as of Q1 2025.

Avior Wealth Management reported no remaining AngloGold Ashanti position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 143 AngloGold Ashanti shares in Q1 2025, an estimated $3.3K.
Avior Wealth Management first reported a position in AngloGold Ashanti in Q1 2024 and held it in 4 quarters.
Avior Wealth Management's AngloGold Ashanti position peaked at $3.81K in Q3 2024.
267 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.