Envestnet Asset Management
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Envestnet Asset Management’s TRX Gold Corp TRX Stock Holding History

Envestnet Asset Management’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
Q3 		– Sell
-27,469
Closed -$9.2K – 4680
2025
Q2 		$9.2K Sell
27,469
-5,500
-17% -$1.76K ﹤0.01% 4418
2025
Q1 		$10.3K Buy
32,969
+5,500
+20% +$1.74K ﹤0.01% 4334
2024
Q4 		$8.43K Sell
27,469
-1,938
-7% -$708 ﹤0.01% 4294
2024
Q3 		$11.5K Buy
+29,407
New +$11.8K ﹤0.01% 4208

Other funds holding TRX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPI
Strategic Planning Inc Columbus, Ohio $199M AUM 20.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management's TRX Position: Q3 2025 in Review

Envestnet Asset Management sold out of TRX Gold Corp (TRX) in Q3 2025, closing a stake of 27,469 shares — an estimated $9.2K sold.

Envestnet Asset Management first reported a position in TRX in Q3 2024 and held it in 4 quarters. The position peaked at $11.5K in Q3 2024. 53 funds tracked by Wall St. Rank hold TRX as of Q3 2025.

  • Envestnet Asset Management reported no remaining TRX Gold Corp position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 27,469 TRX Gold Corp shares in Q3 2025, an estimated $9.2K.
  • Envestnet Asset Management first reported a position in TRX Gold Corp in Q3 2024 and held it in 4 quarters.
  • Envestnet Asset Management's TRX Gold Corp position peaked at $11.5K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held TRX Gold Corp as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.