CLA (CliftonLarsonAllen) Wealth Advisors’s Alamos Gold AGI Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio AGI Stock Details AGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-20,552	Closed	-$716K	–	210
2025 Q3	$716K	Hold	20,552	–	–	0.01%	174
2025 Q2	$546K	Hold	20,552	–	–	0.01%	182
2025 Q1	$550K	Hold	20,552	–	–	0.01%	172
2024 Q4	$379K	Hold	20,552	–	–	0.01%	175
2024 Q3	$410K	Hold	20,552	–	–	0.01%	170
2024 Q2	$322K	Hold	20,552	–	–	0.01%	174
2024 Q1	$303K	Hold	20,552	–	–	0.01%	174
2023 Q4	$277K	Hold	20,552	–	–	0.01%	181
2023 Q3	$232K	Hold	20,552	–	–	0.01%	178
2023 Q2	$245K	Hold	20,552	–	–	0.01%	172
2023 Q1	$251K	Hold	20,552	–	–	0.01%	183
2022 Q4	$208K	Buy	+20,552	New	+$181K	0.01%	185

Other funds holding AGI

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CLA (CliftonLarsonAllen) Wealth Advisors's AGI Position: Q4 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Alamos Gold (AGI) in Q4 2025, closing a stake of 20,552 shares — an estimated $716K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AGI in Q4 2022 and held it in 12 quarters. The position peaked at $716K in Q3 2025. 452 funds tracked by Wall St. Rank hold AGI as of Q4 2025.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Alamos Gold position as of Q4 2025 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 20,552 Alamos Gold shares in Q4 2025, an estimated $716K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Alamos Gold in Q4 2022 and held it in 12 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Alamos Gold position peaked at $716K in Q3 2025.
452 funds tracked by Wall St. Rank held Alamos Gold as of Q4 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.