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Root Financial Partners’s AngloGold Ashanti AU Stock Holding History

Root Financial Partners’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 		– Sell
-72
Closed -$7.01K – 631
2026
Q1 		$7.01K Buy
72
+18
+33% +$1.85K ﹤0.01% 1815
2025
Q4 		$4.61K Buy
54
+47
+671% +$3.67K ﹤0.01% 1784
2025
Q3 		$492 Buy
+7
New +$391 ﹤0.01% 2152

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NO
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Root Financial Partners's AU Position: Q2 2026 in Review

Root Financial Partners sold out of AngloGold Ashanti (AU) in Q2 2026, closing a stake of 72 shares — an estimated $7.01K sold.

Root Financial Partners first reported a position in AU in Q3 2025 and held it in 3 quarters. The position peaked at $7.01K in Q1 2026. 562 funds tracked by Wall St. Rank hold AU as of Q2 2026.

  • Root Financial Partners reported no remaining AngloGold Ashanti position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 72 AngloGold Ashanti shares in Q2 2026, an estimated $7.01K.
  • Root Financial Partners first reported a position in AngloGold Ashanti in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's AngloGold Ashanti position peaked at $7.01K in Q1 2026.
  • 562 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.