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Independent Financial Group’s B2Gold BTG Stock Holding History

Independent Financial Group’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
2025
Q3 		– Sell
-79,400
Closed -$286K – 1363
2025
Q2 		$286K Buy
+79,400
New +$261K 0.01% 1053

Other funds holding BTG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
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
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Independent Financial Group's BTG Position: Q3 2025 in Review

Independent Financial Group sold out of B2Gold (BTG) in Q3 2025, closing a stake of 79,400 shares — an estimated $286K sold.

Independent Financial Group first reported a position in BTG in Q2 2025 and held it in 1 quarter. The position peaked at $286K in Q2 2025. 287 funds tracked by Wall St. Rank hold BTG as of Q3 2025.

  • Independent Financial Group reported no remaining B2Gold position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 79,400 B2Gold shares in Q3 2025, an estimated $286K.
  • Independent Financial Group first reported a position in B2Gold in Q2 2025 and held it in 1 quarter.
  • Independent Financial Group's B2Gold position peaked at $286K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held B2Gold as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.