HB Wealth Management’s IAMGOLD IAG Stock Holding History

HB Wealth 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
2026 Q2	$1.56M	Sell	98,500 -11,030	-10%	-$193K	0.01%	556
2026 Q1	$2.06M	Buy	109,530 +530	+0.5%	+$10.5K	0.01%	421
2025 Q4	$1.8M	Hold	109,000	–	–	0.01%	428
2025 Q3	$1.41M	Hold	109,000	–	–	0.01%	515
2025 Q2	$801K	Hold	109,000	–	–	0.01%	599
2025 Q1	$681K	Buy	+109,000	New	+$644K	0.01%	668

Other funds holding IAG

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

HB Wealth Management's IAG Position: Q2 2026 in Review

HB Wealth Management reduced its IAMGOLD (IAG) stake by 10% in Q2 2026, selling an estimated $193K and leaving 98,500 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #556.

HB Wealth Management first reported a position in IAG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.06M in Q1 2026. 319 funds tracked by Wall St. Rank hold IAG as of Q2 2026.

HB Wealth Management held 98,500 shares of IAMGOLD worth $1.56M as of Q2 2026.
HB Wealth Management sold 11,030 IAMGOLD shares in Q2 2026, an estimated $193K.
IAMGOLD made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #556 holding.
HB Wealth Management first reported a position in IAMGOLD in Q1 2025 and has held it in 6 quarters since.
HB Wealth Management's IAMGOLD position peaked at $2.06M in Q1 2026.
319 funds tracked by Wall St. Rank held IAMGOLD as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.