Modera Wealth Management’s Osisko Gold Group OGG Stock Holding History

Modera Wealth Management’s Portfolio OGG Stock Details OGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-35,218	Closed	-$86.6K	–	694
2026 Q2	$86.6K	Hold	35,218	–	–	﹤0.01%	642
2026 Q1	$114K	Hold	35,218	–	–	﹤0.01%	621
2025 Q4	$123K	Hold	35,218	–	–	﹤0.01%	632
2025 Q3	$119K	Hold	35,218	–	–	﹤0.01%	637
2025 Q2	$75.4K	Hold	35,218	–	–	﹤0.01%	639
2025 Q1	$52.5K	Hold	35,218	–	–	﹤0.01%	602
2024 Q4	$57.4K	Hold	35,218	–	–	﹤0.01%	610
2024 Q3	$75K	Hold	35,218	–	–	﹤0.01%	601
2024 Q2	$65.5K	Hold	35,218	–	–	﹤0.01%	567
2024 Q1	$75K	Hold	35,218	–	–	﹤0.01%	566
2023 Q4	$102K	Hold	35,218	–	–	﹤0.01%	511
2023 Q3	$104K	Buy	+35,218	New	+$131K	﹤0.01%	532

Other funds holding OGG

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return

SeaBridge Investment Advisors Summit, New Jersey $740M AUM 41.8% 1-Year Est. Return

Modera Wealth Management's OGG Position: Q3 2026 in Review

Modera Wealth Management sold out of Osisko Gold Group (OGG) in Q3 2026, closing a stake of 35,218 shares — an estimated $86.6K sold.

Modera Wealth Management first reported a position in OGG in Q3 2023 and held it in 12 quarters. The position peaked at $123K in Q4 2025. 20 funds tracked by Wall St. Rank hold OGG as of Q3 2026.

Modera Wealth Management reported no remaining Osisko Gold Group position as of Q3 2026 after selling out during the quarter.
Modera Wealth Management sold 35,218 Osisko Gold Group shares in Q3 2026, an estimated $86.6K.
Modera Wealth Management first reported a position in Osisko Gold Group in Q3 2023 and held it in 12 quarters.
Modera Wealth Management's Osisko Gold Group position peaked at $123K in Q4 2025.
20 funds tracked by Wall St. Rank held Osisko Gold Group as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.