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Modera Wealth Management’s Alamos Gold AGI Stock Holding History

Modera Wealth Management’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 		$289K Sell
6,500
-28
-0.4% -$1.23K ﹤0.01% 542
2025
Q4 		$252K Buy
6,528
+23
+0.4% +$801 ﹤0.01% 580
2025
Q3 		$227K Buy
+6,505
New +$186K ﹤0.01% 606

Other funds holding AGI

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Modera Wealth Management's AGI Position: Q1 2026 in Review

Modera Wealth Management reduced its Alamos Gold (AGI) stake by 0.43% in Q1 2026, selling an estimated $1.23K and leaving 6,500 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Modera Wealth Management first reported a position in AGI in Q3 2025 and has held it in 3 quarters since. 492 funds tracked by Wall St. Rank hold AGI as of Q1 2026.

  • Modera Wealth Management held 6,500 shares of Alamos Gold worth $289K as of Q1 2026.
  • Modera Wealth Management sold 28 Alamos Gold shares in Q1 2026, an estimated $1.23K.
  • Alamos Gold made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #542 holding.
  • Modera Wealth Management first reported a position in Alamos Gold in Q3 2025 and has held it in 3 quarters since.
  • 492 funds tracked by Wall St. Rank held Alamos Gold as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.