UFPG
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United Financial Planning Group’s AngloGold Ashanti AU Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-13
Closed -$1.11K – 476
2025
Q4 		$1.11K Buy
+13
New +$1.01K ﹤0.01% 357

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NO
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Arrowstreet Capital
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

United Financial Planning Group's AU Position: Q1 2026 in Review

United Financial Planning Group sold out of AngloGold Ashanti (AU) in Q1 2026, closing a stake of 13 shares — an estimated $1.11K sold.

United Financial Planning Group first reported a position in AU in Q4 2025 and held it in 1 quarter. The position peaked at $1.11K in Q4 2025. 569 funds tracked by Wall St. Rank hold AU as of Q1 2026.

  • United Financial Planning Group reported no remaining AngloGold Ashanti position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 13 AngloGold Ashanti shares in Q1 2026, an estimated $1.11K.
  • United Financial Planning Group first reported a position in AngloGold Ashanti in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's AngloGold Ashanti position peaked at $1.11K in Q4 2025.
  • 569 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.