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Goehring & Rozencwajg Associates’s Ivanhoe Electric IE Stock Holding History

Goehring & Rozencwajg Associates’s Portfolio IE Stock Details IE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.8M Buy
2,267,908
+152,899
+7% +$1.93M 1.25% 24
2026
Q1 		$25M Buy
2,115,009
+327,112
+18% +$5.13M 1.34% 24
2025
Q4 		$28.6M Buy
1,787,897
+90,708
+5% +$1.3M 2.83% 14
2025
Q3 		$21.3M Buy
1,697,189
+3,873
+0.2% +$38.3K 2.56% 16
2025
Q2 		$15.4M Sell
1,693,316
-19,870
-1% -$138K 2.35% 14
2025
Q1 		$10.8M Buy
1,713,186
+37,719
+2% +$239K 1.97% 19
2024
Q4 		$11.8M Sell
1,675,467
-40,849
-2% -$378K 2.43% 14
2024
Q3 		$14.5M Buy
1,716,316
+85,077
+5% +$714K 2.96% 9
2024
Q2 		$15.3M Buy
1,631,239
+199,400
+14% +$2.12M 3.04% 10
2024
Q1 		$14M Buy
1,431,839
+70,510
+5% +$608K 3.04% 9
2023
Q4 		$13.7M Buy
1,361,329
+53,045
+4% +$561K 3.32% 9
2023
Q3 		$15.6M Buy
1,308,284
+261,100
+25% +$3.92M 3.81% 7
2023
Q2 		$13.7M Buy
1,047,184
+450,263
+75% +$5.69M 3.93% 6
2023
Q1 		$7.25M Buy
596,921
+363,587
+156% +$4.87M 2.47% 13
2022
Q4 		$2.84M Buy
+233,334
New +$2.45M 1.01% 32

Other funds holding IE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goehring & Rozencwajg Associates's IE Position: Q2 2026 in Review

Goehring & Rozencwajg Associates increased its Ivanhoe Electric (IE) stake by 7.2% in Q2 2026, buying an estimated $1.93M and bringing the position to 2,267,908 shares worth $21.8M. The position accounts for 1.25% of the portfolio, ranked #24.

Goehring & Rozencwajg Associates first reported a position in IE in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.6M in Q4 2025. 202 funds tracked by Wall St. Rank hold IE as of Q2 2026.

  • Goehring & Rozencwajg Associates held 2,267,908 shares of Ivanhoe Electric worth $21.8M as of Q2 2026.
  • Goehring & Rozencwajg Associates bought 152,899 Ivanhoe Electric shares in Q2 2026, an estimated $1.93M.
  • Ivanhoe Electric made up 1.25% of Goehring & Rozencwajg Associates's portfolio in Q2 2026, its #24 holding.
  • Goehring & Rozencwajg Associates first reported a position in Ivanhoe Electric in Q4 2022 and has held it in 15 quarters since.
  • Goehring & Rozencwajg Associates's Ivanhoe Electric position peaked at $28.6M in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q2 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q2 2026, filed 5 Aug 2026.