Goehring & Rozencwajg Associates’s Alamos Gold AGI Stock Holding History

Goehring & Rozencwajg Associates’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
2026 Q1	$30.5M	Sell	686,587 -94,064	-12%	-$4.15M	1.64%	19
2025 Q4	$30.1M	Sell	780,651 -392,766	-33%	-$13.7M	2.98%	13
2025 Q3	$40.9M	Buy	1,173,417 +2,170	+0.2%	+$62K	4.92%	7
2025 Q2	$31.1M	Sell	1,171,247 -52,010	-4%	-$1.39M	4.76%	8
2025 Q1	$31.9M	Buy	1,223,257 +27,032	+2%	+$610K	5.78%	5
2024 Q4	$21.6M	Sell	1,196,225 -41,158	-3%	-$796K	4.44%	6
2024 Q3	$24.7M	Buy	1,237,383 +36,314	+3%	+$666K	5.03%	3
2024 Q2	$18.8M	Buy	1,201,069 +567,706	+90%	+$8.89M	3.74%	8
2024 Q1	$9.34M	Buy	+633,363	New	+$8M	2.02%	20

Other funds holding AGI

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goehring & Rozencwajg Associates's AGI Position: Q1 2026 in Review

Goehring & Rozencwajg Associates reduced its Alamos Gold (AGI) stake by 12% in Q1 2026, selling an estimated $4.15M and leaving 686,587 shares worth $30.5M. The position accounts for 1.64% of the portfolio, ranked #19.

Goehring & Rozencwajg Associates first reported a position in AGI in Q1 2024 and has held it in 9 quarters since. The position peaked at $40.9M in Q3 2025. 493 funds tracked by Wall St. Rank hold AGI as of Q1 2026.

Goehring & Rozencwajg Associates held 686,587 shares of Alamos Gold worth $30.5M as of Q1 2026.
Goehring & Rozencwajg Associates sold 94,064 Alamos Gold shares in Q1 2026, an estimated $4.15M.
Alamos Gold made up 1.64% of Goehring & Rozencwajg Associates's portfolio in Q1 2026, its #19 holding.
Goehring & Rozencwajg Associates first reported a position in Alamos Gold in Q1 2024 and has held it in 9 quarters since.
Goehring & Rozencwajg Associates's Alamos Gold position peaked at $40.9M in Q3 2025.
493 funds tracked by Wall St. Rank held Alamos Gold as of Q1 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q1 2026, filed 5 May 2026.