Creative Planning
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Creative Planning’s Alamos Gold AGI Stock Holding History

Creative Planning’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
2021
Q1 		– Sell
-2,800
Closed -$2K – 2606
2020
Q4 		$2K Buy
+2,800
New +$24.9K ﹤0.01% 2294

Other funds holding AGI

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Creative Planning's AGI Position: Q1 2026 in Review

Creative Planning increased its Alamos Gold (AGI) stake by 9% in Q1 2026, buying an estimated $114K and bringing the position to 31,379 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

Creative Planning first reported a position in AGI in Q2 2013 and has held it in 29 quarters since. 492 funds tracked by Wall St. Rank hold AGI as of Q1 2026.

  • Creative Planning held 31,379 shares of Alamos Gold worth $1.39M as of Q1 2026.
  • Creative Planning bought 2,584 Alamos Gold shares in Q1 2026, an estimated $114K.
  • Alamos Gold made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2196 holding.
  • Creative Planning first reported a position in Alamos Gold in Q2 2013 and has held it in 29 quarters since.
  • 492 funds tracked by Wall St. Rank held Alamos Gold as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.