IAG Wealth Partners’s B2Gold BTG Stock Holding History

IAG Wealth Partners’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
2023 Q4	–	Sell	-1,000	Closed	-$2.89K	–	432
2023 Q3	$2.89K	Hold	1,000	–	–	﹤0.01%	388
2023 Q2	$3.57K	Hold	1,000	–	–	﹤0.01%	392
2023 Q1	$3.94K	Hold	1,000	–	–	﹤0.01%	397
2022 Q4	$3.57K	Hold	1,000	–	–	﹤0.01%	379
2022 Q3	$3K	Hold	1,000	–	–	﹤0.01%	377
2022 Q2	$3K	Hold	1,000	–	–	﹤0.01%	363
2022 Q1	$5K	Sell	1,000 -2,000	-67%	-$8.04K	﹤0.01%	354
2021 Q4	$12K	Hold	3,000	–	–	﹤0.01%	278
2021 Q3	$11K	Hold	3,000	–	–	﹤0.01%	259
2021 Q2	$13K	Buy	3,000 +2,000	+200%	+$9.76K	﹤0.01%	227
2021 Q1	$5K	Hold	1,000	–	–	﹤0.01%	307
2020 Q4	$6K	Hold	1,000	–	–	﹤0.01%	288
2020 Q3	$7K	Hold	1,000	–	–	﹤0.01%	255
2020 Q2	$6K	Hold	1,000	–	–	﹤0.01%	270
2020 Q1	$4K	Hold	1,000	–	–	﹤0.01%	279
2019 Q4	$5K	Buy	+1,000	New	+$3.53K	﹤0.01%	303

Other funds holding BTG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

IAG Wealth Partners's BTG Position: Q4 2023 in Review

IAG Wealth Partners sold out of B2Gold (BTG) in Q4 2023, closing a stake of 1,000 shares — an estimated $2.89K sold.

IAG Wealth Partners first reported a position in BTG in Q4 2019 and held it in 16 quarters. The position peaked at $13K in Q2 2021. 225 funds tracked by Wall St. Rank hold BTG as of Q4 2023.

IAG Wealth Partners reported no remaining B2Gold position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 1,000 B2Gold shares in Q4 2023, an estimated $2.89K.
IAG Wealth Partners first reported a position in B2Gold in Q4 2019 and held it in 16 quarters.
IAG Wealth Partners's B2Gold position peaked at $13K in Q2 2021.
225 funds tracked by Wall St. Rank held B2Gold as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.