CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s B2Gold BTG Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BTG Stock Details BTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,136
Closed -$17.4K – 2366
2024
Q4 		$17.4K Buy
+7,136
New +$21K ﹤0.01% 2273
2022
Q3 		– Sell
-4,050
Closed -$14K – 2336
2022
Q2 		$14K Sell
4,050
-2,570
-39% -$10.7K ﹤0.01% 3563
2022
Q1 		$30K Buy
6,620
+410
+7% +$1.65K ﹤0.01% 3139
2021
Q4 		$24K Buy
6,210
+2,210
+55% +$8.87K ﹤0.01% 3165
2021
Q3 		$14K Sell
4,000
-482
-11% -$1.86K ﹤0.01% 3389
2021
Q2 		$19K Hold
4,482
– – ﹤0.01% 3136
2021
Q1 		$19K Hold
4,482
– – ﹤0.01% 3026
2020
Q4 		$25K Buy
4,482
+482
+12% +$2.94K ﹤0.01% 2144
2020
Q3 		$27K Buy
4,000
+500
+14% +$3.25K ﹤0.01% 1850
2020
Q2 		$20K Buy
+3,500
New +$17.5K ﹤0.01% 1934
2018
Q3 		– Sell
-900
Closed -$2K – 1573
2018
Q2 		$2K Hold
900
– – ﹤0.01% 1398
2018
Q1 		$2K Hold
900
– – ﹤0.01% 1230
2017
Q4 		$3K Buy
+900
New +$2.43K ﹤0.01% 1156

Other funds holding BTG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CAPTRUST Financial Advisors's BTG Position: Q1 2025 in Review

CAPTRUST Financial Advisors sold out of B2Gold (BTG) in Q1 2025, closing a stake of 7,136 shares — an estimated $17.4K sold.

CAPTRUST Financial Advisors first reported a position in BTG in Q4 2017 and held it in 13 quarters. The position peaked at $30K in Q1 2022. 257 funds tracked by Wall St. Rank hold BTG as of Q1 2025.

  • CAPTRUST Financial Advisors reported no remaining B2Gold position as of Q1 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 7,136 B2Gold shares in Q1 2025, an estimated $17.4K.
  • CAPTRUST Financial Advisors first reported a position in B2Gold in Q4 2017 and held it in 13 quarters.
  • CAPTRUST Financial Advisors's B2Gold position peaked at $30K in Q1 2022.
  • 257 funds tracked by Wall St. Rank held B2Gold as of Q1 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.