Integrated Wealth Concepts
TRX icon

Integrated Wealth Concepts’s TRX Gold Corp TRX Stock Holding History

Integrated Wealth Concepts’s Portfolio TRX Stock Details TRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.2K Hold
26,941
– – ﹤0.01% 2385
2026
Q1 		$40.4K Buy
26,941
+5,154
+24% +$7.6K ﹤0.01% 2229
2025
Q4 		$20.1K Buy
+21,787
New +$16.2K ﹤0.01% 1592

Other funds holding TRX

Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Navellier & Associates
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

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

Integrated Wealth Concepts held its TRX Gold Corp (TRX) position steady in Q2 2026 at 26,941 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Integrated Wealth Concepts first reported a position in TRX in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.4K in Q1 2026. 77 funds tracked by Wall St. Rank hold TRX as of Q2 2026.

  • Integrated Wealth Concepts held 26,941 shares of TRX Gold Corp worth $22.2K as of Q2 2026.
  • Integrated Wealth Concepts left its TRX Gold Corp share count unchanged in Q2 2026.
  • TRX Gold Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2385 holding.
  • Integrated Wealth Concepts first reported a position in TRX Gold Corp in Q4 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's TRX Gold Corp position peaked at $40.4K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held TRX Gold Corp as of Q2 2026.

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