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Evelyn Partners Investment Management’s IAMGOLD IAG Stock Holding History

Evelyn Partners Investment Management’s Portfolio IAG Stock Details IAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-285
Closed -$3.68K – 420
2025
Q3 		$3.68K Buy
+285
New +$2.5K ﹤0.01% 376

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Evelyn Partners Investment Management's IAG Position: Q4 2025 in Review

Evelyn Partners Investment Management sold out of IAMGOLD (IAG) in Q4 2025, closing a stake of 285 shares — an estimated $3.68K sold.

Evelyn Partners Investment Management first reported a position in IAG in Q3 2025 and held it in 1 quarter. The position peaked at $3.68K in Q3 2025. 262 funds tracked by Wall St. Rank hold IAG as of Q4 2025.

  • Evelyn Partners Investment Management reported no remaining IAMGOLD position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 285 IAMGOLD shares in Q4 2025, an estimated $3.68K.
  • Evelyn Partners Investment Management first reported a position in IAMGOLD in Q3 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management's IAMGOLD position peaked at $3.68K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held IAMGOLD as of Q4 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.