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Venturi Wealth Management’s AngloGold Ashanti AU Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-77
Closed -$1.78K – 667
2024
Q4 		$1.78K Sell
77
-214
-74% -$5.59K ﹤0.01% 1866
2024
Q3 		$7.75K Buy
+291
New +$8.36K ﹤0.01% 1262

Other funds holding AU

VanEck Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Venturi Wealth Management's AU Position: Q1 2025 in Review

Venturi Wealth Management sold out of AngloGold Ashanti (AU) in Q1 2025, closing a stake of 77 shares — an estimated $1.78K sold.

Venturi Wealth Management first reported a position in AU in Q3 2024 and held it in 2 quarters. The position peaked at $7.75K in Q3 2024. 267 funds tracked by Wall St. Rank hold AU as of Q1 2025.

  • Venturi Wealth Management reported no remaining AngloGold Ashanti position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 77 AngloGold Ashanti shares in Q1 2025, an estimated $1.78K.
  • Venturi Wealth Management first reported a position in AngloGold Ashanti in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's AngloGold Ashanti position peaked at $7.75K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.