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Castle Wealth Management’s B2Gold BTG Stock Holding History

Castle Wealth Management’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
2026
Q2 		$39.7K Hold
10,617
– – 0.01% 143
2026
Q1 		$48.1K Hold
10,617
– – 0.02% 132
2025
Q4 		$47.9K Hold
10,617
– – 0.02% 131
2025
Q3 		$52.6K Hold
10,617
– – 0.02% 129
2025
Q2 		$38.3K Hold
10,617
– – 0.01% 121
2025
Q1 		$30.3K Hold
10,617
– – 0.01% 125
2024
Q4 		$25.9K Hold
10,617
– – 0.01% 118
2024
Q3 		$32.7K Hold
10,617
– – 0.01% 120
2024
Q2 		$28.7K Hold
10,617
– – 0.01% 117
2024
Q1 		$27.7K Buy
+10,617
New +$28.7K 0.01% 119
2023
Q4 		– Sell
-10,617
Closed -$30.7K – 117
2023
Q3 		$30.7K Hold
10,617
– – 0.02% 101
2023
Q2 		$37.9K Hold
10,617
– – 0.03% 110
2023
Q1 		$41.8K Hold
10,617
– – 0.03% 106
2022
Q4 		$37.9K Hold
10,617
– – 0.02% 109
2022
Q3 		$34K Hold
10,617
– – 0.02% 261
2022
Q2 		$36K Buy
+10,617
New +$44.3K 0.02% 251

Other funds holding BTG

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Castle Wealth Management's BTG Position: Q2 2026 in Review

Castle Wealth Management held its B2Gold (BTG) position steady in Q2 2026 at 10,617 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #143.

Castle Wealth Management first reported a position in BTG in Q2 2022 and has held it in 16 quarters since. The position peaked at $52.6K in Q3 2025. 303 funds tracked by Wall St. Rank hold BTG as of Q2 2026.

  • Castle Wealth Management held 10,617 shares of B2Gold worth $39.7K as of Q2 2026.
  • Castle Wealth Management left its B2Gold share count unchanged in Q2 2026.
  • B2Gold made up 0.01% of Castle Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Castle Wealth Management first reported a position in B2Gold in Q2 2022 and has held it in 16 quarters since.
  • Castle Wealth Management's B2Gold position peaked at $52.6K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held B2Gold as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.