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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Planning's AGI Position: Q2 2026 in Review

Creative Planning increased its Alamos Gold (AGI) stake by 7.7% in Q2 2026, buying an estimated $98.1K and bringing the position to 33,801 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

Creative Planning first reported a position in AGI in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.39M in Q1 2026. 474 funds tracked by Wall St. Rank hold AGI as of Q2 2026.

Creative Planning held 33,801 shares of Alamos Gold worth $1.03M as of Q2 2026.
Creative Planning bought 2,422 Alamos Gold shares in Q2 2026, an estimated $98.1K.
Alamos Gold made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2620 holding.
Creative Planning first reported a position in Alamos Gold in Q2 2013 and has held it in 30 quarters since.
Creative Planning's Alamos Gold position peaked at $1.39M in Q1 2026.
474 funds tracked by Wall St. Rank held Alamos Gold as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.