Advisor OS’s TRX Gold Corp TRX Stock Holding History

Advisor OS’s Portfolio TRX Stock Details TRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-18,581	Closed	-$5.78K	–	484
2025 Q1	$5.78K	Hold	18,581	–	–	﹤0.01%	426
2024 Q4	$5.7K	Buy	+18,581	New	+$6.79K	﹤0.01%	408

Other funds holding TRX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

FSA

Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Advisor OS's TRX Position: Q2 2025 in Review

Advisor OS sold out of TRX Gold Corp (TRX) in Q2 2025, closing a stake of 18,581 shares — an estimated $5.78K sold.

Advisor OS first reported a position in TRX in Q4 2024 and held it in 2 quarters. The position peaked at $5.78K in Q1 2025. 45 funds tracked by Wall St. Rank hold TRX as of Q2 2025.

Advisor OS reported no remaining TRX Gold Corp position as of Q2 2025 after selling out during the quarter.
Advisor OS sold 18,581 TRX Gold Corp shares in Q2 2025, an estimated $5.78K.
Advisor OS first reported a position in TRX Gold Corp in Q4 2024 and held it in 2 quarters.
Advisor OS's TRX Gold Corp position peaked at $5.78K in Q1 2025.
45 funds tracked by Wall St. Rank held TRX Gold Corp as of Q2 2025.

Based on Advisor OS's 13F filing for Q2 2025, filed 14 Aug 2025.