EverSource Wealth Advisors’s AngloGold Ashanti AU Stock Holding History

EverSource 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	$165K	Sell	2,039 -2,659	-57%	-$253K	0.01%	1108
2026 Q1	$457K	Buy	4,698 +1,408	+43%	+$144K	0.01%	638
2025 Q4	$281K	Sell	3,290 -238	-7%	-$18.6K	0.01%	794
2025 Q3	$248K	Buy	3,528 +161	+5%	+$9K	0.01%	801
2025 Q2	$153K	Buy	3,367 +1,734	+106%	+$74.6K	0.01%	985
2025 Q1	$60.6K	Buy	1,633 +459	+39%	+$14.1K	﹤0.01%	1145
2024 Q4	$27.1K	Buy	1,174 +796	+211%	+$20.8K	﹤0.01%	1476
2024 Q3	$10.1K	Buy	378 +103	+37%	+$2.96K	﹤0.01%	1860
2024 Q2	$7.72K	Buy	275 +65	+31%	+$1.54K	﹤0.01%	2009
2024 Q1	$4.83K	Buy	+210	New	+$3.96K	﹤0.01%	2070
2023 Q4	–	Sell	-29	Closed	-$458	–	2645
2023 Q3	$458	Sell	29 -8	-22%	-$151	﹤0.01%	2393
2023 Q2	$780	Hold	37	–	–	﹤0.01%	2276
2023 Q1	$895	Buy	+37	New	+$749	﹤0.01%	2136
2022 Q3	–	Sell	-173	Closed	-$2K	–	1970
2022 Q2	$2K	Hold	173	–	–	﹤0.01%	1467
2022 Q1	$4K	Hold	173	–	–	﹤0.01%	1312
2021 Q4	$4K	Buy	+173	New	+$3.37K	﹤0.01%	1306

Other funds holding AU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

EverSource Wealth Advisors reduced its AngloGold Ashanti (AU) stake by 57% in Q2 2026, selling an estimated $253K and leaving 2,039 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #1108.

EverSource Wealth Advisors first reported a position in AU in Q4 2021 and has held it in 16 quarters since. The position peaked at $457K in Q1 2026. 560 funds tracked by Wall St. Rank hold AU as of Q2 2026.

EverSource Wealth Advisors held 2,039 shares of AngloGold Ashanti worth $165K as of Q2 2026.
EverSource Wealth Advisors sold 2,659 AngloGold Ashanti shares in Q2 2026, an estimated $253K.
AngloGold Ashanti made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1108 holding.
EverSource Wealth Advisors first reported a position in AngloGold Ashanti in Q4 2021 and has held it in 16 quarters since.
EverSource Wealth Advisors's AngloGold Ashanti position peaked at $457K in Q1 2026.
560 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.