MWM
AGI icon

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
Q2 		$200K Buy
6,598
+98
+2% +$3.97K ﹤0.01% 633
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 $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Modera Wealth Management's AGI Position: Q2 2026 in Review

Modera Wealth Management increased its Alamos Gold (AGI) stake by 1.5% in Q2 2026, buying an estimated $3.97K and bringing the position to 6,598 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Modera Wealth Management first reported a position in AGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $289K in Q1 2026. 473 funds tracked by Wall St. Rank hold AGI as of Q2 2026.

  • Modera Wealth Management held 6,598 shares of Alamos Gold worth $200K as of Q2 2026.
  • Modera Wealth Management bought 98 Alamos Gold shares in Q2 2026, an estimated $3.97K.
  • Alamos Gold made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #633 holding.
  • Modera Wealth Management first reported a position in Alamos Gold in Q3 2025 and has held it in 4 quarters since.
  • Modera Wealth Management's Alamos Gold position peaked at $289K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Alamos Gold as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.