JFS Wealth Advisors’s AngloGold Ashanti AU Stock Holding History

JFS 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	$28.1K	Hold	348	–	–	﹤0.01%	672
2026 Q1	$33.9K	Hold	348	–	–	﹤0.01%	602
2025 Q4	$29.7K	Hold	348	–	–	﹤0.01%	645
2025 Q3	$24.5K	Hold	348	–	–	﹤0.01%	654
2025 Q2	$15.9K	Hold	348	–	–	﹤0.01%	714
2025 Q1	$12.9K	Hold	348	–	–	﹤0.01%	796
2024 Q4	$8.03K	Buy	348 +20	+6%	+$523	﹤0.01%	929
2024 Q3	$8.73K	Hold	328	–	–	﹤0.01%	904
2024 Q2	$8.24K	Hold	328	–	–	﹤0.01%	856
2024 Q1	$7.28K	Sell	328 -17	-5%	-$320	﹤0.01%	931
2023 Q4	$6.45K	Sell	345 -2	-0.6%	-$36	﹤0.01%	954
2023 Q3	$5.48K	Buy	347 +1	+0.3%	+$19	﹤0.01%	958
2023 Q2	$7.3K	Sell	346 -1	-0.3%	-$25	﹤0.01%	847
2023 Q1	$8.39K	Sell	347 -16	-4%	-$324	﹤0.01%	780
2022 Q4	$7.05K	Sell	363 -357	-50%	-$5.86K	﹤0.01%	854
2022 Q3	$10K	Buy	+720	New	+$10.3K	﹤0.01%	716
2022 Q2	–	Sell	-903	Closed	-$21K	–	1729
2022 Q1	$21K	Buy	903 +739	+451%	+$16K	﹤0.01%	588
2021 Q4	$3K	Buy	+164	New	+$3.19K	﹤0.01%	908

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

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

JFS Wealth Advisors held its AngloGold Ashanti (AU) position steady in Q2 2026 at 348 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

JFS Wealth Advisors first reported a position in AU in Q4 2021 and has held it in 18 quarters since. The position peaked at $33.9K in Q1 2026. 560 funds tracked by Wall St. Rank hold AU as of Q2 2026.

JFS Wealth Advisors held 348 shares of AngloGold Ashanti worth $28.1K as of Q2 2026.
JFS Wealth Advisors left its AngloGold Ashanti share count unchanged in Q2 2026.
AngloGold Ashanti made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #672 holding.
JFS Wealth Advisors first reported a position in AngloGold Ashanti in Q4 2021 and has held it in 18 quarters since.
JFS Wealth Advisors's AngloGold Ashanti position peaked at $33.9K in Q1 2026.
560 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.