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Independent Advisor Alliance’s Caledonia Mining Corp CMCL Stock Holding History

Independent Advisor Alliance’s Portfolio CMCL Stock Details CMCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,583
Closed -$329K – 1608
2025
Q4 		$329K Buy
+12,583
New +$370K 0.01% 770

Other funds holding CMCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Independent Advisor Alliance's CMCL Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Caledonia Mining Corp (CMCL) in Q1 2026, closing a stake of 12,583 shares — an estimated $329K sold.

Independent Advisor Alliance first reported a position in CMCL in Q4 2025 and held it in 1 quarter. The position peaked at $329K in Q4 2025. 151 funds tracked by Wall St. Rank hold CMCL as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Caledonia Mining Corp position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,583 Caledonia Mining Corp shares in Q1 2026, an estimated $329K.
  • Independent Advisor Alliance first reported a position in Caledonia Mining Corp in Q4 2025 and held it in 1 quarter.
  • Independent Advisor Alliance's Caledonia Mining Corp position peaked at $329K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.