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 Q2	–	Sell	-686,587	Closed	-$30.5M	–	42
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 $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

Goehring & Rozencwajg Associates's AGI Position: Q2 2026 in Review

Goehring & Rozencwajg Associates sold out of Alamos Gold (AGI) in Q2 2026, closing a stake of 686,587 shares — an estimated $30.5M sold.

Goehring & Rozencwajg Associates first reported a position in AGI in Q1 2024 and held it in 9 quarters. The position peaked at $40.9M in Q3 2025. 473 funds tracked by Wall St. Rank hold AGI as of Q2 2026.

Goehring & Rozencwajg Associates reported no remaining Alamos Gold position as of Q2 2026 after selling out during the quarter.
Goehring & Rozencwajg Associates sold 686,587 Alamos Gold shares in Q2 2026, an estimated $30.5M.
Goehring & Rozencwajg Associates first reported a position in Alamos Gold in Q1 2024 and held it in 9 quarters.
Goehring & Rozencwajg Associates's Alamos Gold position peaked at $40.9M in Q3 2025.
473 funds tracked by Wall St. Rank held Alamos Gold as of Q2 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q2 2026, filed 5 Aug 2026.