IWC
SAND

Integrated Wealth Concepts’s Sandstorm Gold SAND Stock Holding History

Integrated Wealth Concepts’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-521,873
Closed -$3.13M – 1778
2024
Q3 		$3.13M Buy
521,873
+67,759
+15% +$385K 0.04% 411
2024
Q2 		$2.47M Sell
454,114
-43,117
-9% -$239K 0.03% 447
2024
Q1 		$2.61M Buy
497,231
+195,175
+65% +$903K 0.04% 428
2023
Q4 		$1.52M Buy
302,056
+56,171
+23% +$268K 0.02% 574
2023
Q3 		$1.15M Buy
245,885
+142,095
+137% +$746K 0.02% 635
2023
Q2 		$531K Buy
+103,790
New +$578K 0.01% 964

Other funds holding SAND

ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Integrated Wealth Concepts's SAND Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Sandstorm Gold (SAND) in Q4 2024, closing a stake of 521,873 shares — an estimated $3.13M sold.

Integrated Wealth Concepts first reported a position in SAND in Q2 2023 and held it in 6 quarters. The position peaked at $3.13M in Q3 2024. 217 funds tracked by Wall St. Rank hold SAND as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Sandstorm Gold position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 521,873 Sandstorm Gold shares in Q4 2024, an estimated $3.13M.
  • Integrated Wealth Concepts first reported a position in Sandstorm Gold in Q2 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's Sandstorm Gold position peaked at $3.13M in Q3 2024.
  • 217 funds tracked by Wall St. Rank held Sandstorm Gold as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.