Integrated Wealth Concepts’s Harmony Gold Mining HMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-24,130
Closed -$371K – 2469
2026
Q1
$371K Buy
+24,130
New +$477K ﹤0.01% 1726
2025
Q4
– Sell
-26,513
Closed -$481K – 1811
2025
Q3
$481K Sell
26,513
-344
-1% -$5.2K ﹤0.01% 1367
2025
Q2
$375K Buy
+26,857
New +$406K ﹤0.01% 1434
2023
Q1
– Sell
-256,209
Closed -$871K – 1368
2022
Q4
$871K Sell
256,209
-140,021
-35% -$442K 0.02% 503
2022
Q3
$963K Buy
396,230
+120,139
+44% +$348K 0.03% 437
2022
Q2
$864K Buy
276,091
+57,083
+26% +$220K 0.03% 456
2022
Q1
$1.1M Sell
219,008
-361,550
-62% -$1.54M 0.03% 374
2021
Q4
$2.39M Sell
580,558
-122,911
-17% -$471K 0.07% 226
2021
Q3
$2.22M Buy
703,469
+259,582
+58% +$953K 0.07% 229
2021
Q2
$1.66M Buy
443,887
+36,350
+9% +$173K 0.06% 249
2021
Q1
$1.78M Buy
407,537
+363,685
+829% +$1.58M 0.07% 201
2020
Q4
$205K Buy
43,852
+11,870
+37% +$58.5K 0.01% 598
2020
Q3
$169K Sell
31,982
-15,343
-32% -$91.5K 0.01% 547
2020
Q2
$197K Buy
+47,325
New +$156K 0.01% 489

Other funds holding HMY

Integrated Wealth Concepts's HMY Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Harmony Gold Mining (HMY) in Q2 2026, closing a stake of 24,130 shares — an estimated $371K sold.

Integrated Wealth Concepts first reported a position in HMY in Q2 2020 and held it in 14 quarters. The position peaked at $2.39M in Q4 2021. 235 funds tracked by Wall St. Rank hold HMY as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Harmony Gold Mining position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 24,130 Harmony Gold Mining shares in Q2 2026, an estimated $371K.
  • Integrated Wealth Concepts first reported a position in Harmony Gold Mining in Q2 2020 and held it in 14 quarters.
  • Integrated Wealth Concepts's Harmony Gold Mining position peaked at $2.39M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.