Elevation Wealth Partners’s AngloGold Ashanti AU Stock Holding History

Elevation Wealth Partners’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
2026 Q3	$11K	Buy	117 +23	+24%	+$2.19K	﹤0.01%	862
2026 Q2	$7.6K	Buy	94 +65	+224%	+$6.17K	﹤0.01%	898
2026 Q1	$2.82K	Hold	29	–	–	﹤0.01%	843
2025 Q4	$2.47K	Hold	29	–	–	﹤0.01%	758
2025 Q3	$2.04K	Hold	29	–	–	﹤0.01%	643
2025 Q2	$1.32K	Hold	29	–	–	﹤0.01%	435
2025 Q1	$1.08K	Hold	29	–	–	﹤0.01%	442
2024 Q4	$670	Hold	29	–	–	﹤0.01%	457
2024 Q3	$773	Hold	29	–	–	﹤0.01%	439
2024 Q2	$729	Buy	+29	New	+$688	﹤0.01%	469
2024 Q1	–	Sell	-100	Closed	-$1.58K	–	481
2023 Q4	$1.58K	Hold	100	–	–	﹤0.01%	400
2023 Q3	$1.58K	Hold	100	–	–	﹤0.01%	299
2023 Q2	$2.11K	Hold	100	–	–	﹤0.01%	303
2023 Q1	$2.42K	Buy	+100	New	+$2.02K	﹤0.01%	300

Other funds holding AU

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Eleva Capital Paris, France $113M AUM

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BCM

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Elevation Wealth Partners's AU Position: Q3 2026 in Review

Elevation Wealth Partners increased its AngloGold Ashanti (AU) stake by 24% in Q3 2026, buying an estimated $2.19K and bringing the position to 117 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Elevation Wealth Partners first reported a position in AU in Q1 2023 and has held it in 14 quarters since. 31 funds tracked by Wall St. Rank hold AU as of Q3 2026.

Elevation Wealth Partners held 117 shares of AngloGold Ashanti worth $11K as of Q3 2026.
Elevation Wealth Partners bought 23 AngloGold Ashanti shares in Q3 2026, an estimated $2.19K.
AngloGold Ashanti made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #862 holding.
Elevation Wealth Partners first reported a position in AngloGold Ashanti in Q1 2023 and has held it in 14 quarters since.
31 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.