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EP Wealth Advisors’s AngloGold Ashanti AU Stock Holding History

EP Wealth Advisors’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
Q2 		$300K Sell
3,711
-175
-5% -$16.6K ﹤0.01% 1294
2026
Q1 		$378K Sell
3,886
-414
-10% -$42.5K ﹤0.01% 1036
2025
Q4 		$367K Buy
+4,300
New +$335K ﹤0.01% 1024
2025
Q2 		– Sell
-7,504
Closed -$279K – 1424
2025
Q1 		$279K Buy
+7,504
New +$231K ﹤0.01% 950

Other funds holding AU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EP Wealth Advisors's AU Position: Q2 2026 in Review

EP Wealth Advisors reduced its AngloGold Ashanti (AU) stake by 4.5% in Q2 2026, selling an estimated $16.6K and leaving 3,711 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

EP Wealth Advisors first reported a position in AU in Q1 2025 and has held it in 4 quarters since. The position peaked at $378K in Q1 2026. 560 funds tracked by Wall St. Rank hold AU as of Q2 2026.

  • EP Wealth Advisors held 3,711 shares of AngloGold Ashanti worth $300K as of Q2 2026.
  • EP Wealth Advisors sold 175 AngloGold Ashanti shares in Q2 2026, an estimated $16.6K.
  • AngloGold Ashanti made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1294 holding.
  • EP Wealth Advisors first reported a position in AngloGold Ashanti in Q1 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's AngloGold Ashanti position peaked at $378K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.