IWC
TGB

Integrated Wealth Concepts’s Trekor Metals TGB Stock Holding History

Integrated Wealth Concepts’s Portfolio TGB Stock Details TGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$96.8K Buy
+15,000
New +$109K ﹤0.01% 2181
2025
Q4 		– Sell
-15,000
Closed -$63.5K – 2010
2025
Q3 		$63.5K Hold
15,000
– – ﹤0.01% 1940
2025
Q2 		$47.3K Hold
15,000
– – ﹤0.01% 1866
2025
Q1 		$33.6K Hold
15,000
– – ﹤0.01% 1712
2024
Q4 		$29.1K Hold
15,000
– – ﹤0.01% 1701
2024
Q3 		$37.8K Hold
15,000
– – ﹤0.01% 1648
2024
Q2 		$36.8K Hold
15,000
– – ﹤0.01% 1622
2024
Q1 		$32.5K Sell
15,000
-10,000
-40% -$15.7K ﹤0.01% 1629
2023
Q4 		$35K Hold
25,000
– – ﹤0.01% 1570
2023
Q3 		$31.8K Sell
25,000
-12,000
-32% -$16.6K ﹤0.01% 1524
2023
Q2 		$52.9K Hold
37,000
– – ﹤0.01% 1515
2023
Q1 		$61K Buy
+37,000
New +$61.3K ﹤0.01% 1300

Other funds holding TGB

LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return