SHP Wealth Management’s AngloGold Ashanti AU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$26K Buy
267
+142
+114% +$14.6K ﹤0.01% 659
2025
Q4
$10.7K Buy
+125
New +$9.75K ﹤0.01% 817

Other funds holding AU

SHP Wealth Management's AU Position: Q1 2026 in Review

SHP Wealth Management increased its AngloGold Ashanti (AU) stake by 114% in Q1 2026, buying an estimated $14.6K and bringing the position to 267 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

SHP Wealth Management first reported a position in AU in Q4 2025 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold AU as of Q1 2026.

  • SHP Wealth Management held 267 shares of AngloGold Ashanti worth $26K as of Q1 2026.
  • SHP Wealth Management bought 142 AngloGold Ashanti shares in Q1 2026, an estimated $14.6K.
  • AngloGold Ashanti made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #659 holding.
  • SHP Wealth Management first reported a position in AngloGold Ashanti in Q4 2025 and has held it in 2 quarters since.
  • 564 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.