LPL Financial
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LPL Financial’s B2Gold BTG Stock Holding History

LPL Financial’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
2026
Q3 		$4.22M Sell
807,961
-106,138
-12% -$505K ﹤0.01% 2999
2026
Q2 		$3.42M Sell
914,099
-448,052
-33% -$2.06M ﹤0.01% 3165
2026
Q1 		$6.17M Buy
1,362,151
+479,600
+54% +$2.41M ﹤0.01% 2439
2025
Q4 		$3.98M Sell
882,551
-212,847
-19% -$992K ﹤0.01% 2744
2025
Q3 		$5.42M Buy
1,095,398
+40,049
+4% +$157K ﹤0.01% 2391
2025
Q2 		$3.81M Buy
1,055,349
+613,418
+139% +$2.01M ﹤0.01% 2538
2025
Q1 		$1.26M Buy
441,931
+254,714
+136% +$684K ﹤0.01% 3353
2024
Q4 		$457K Sell
187,217
-75,118
-29% -$221K ﹤0.01% 4177
2024
Q3 		$808K Buy
262,335
+138,250
+111% +$402K ﹤0.01% 3579
2024
Q2 		$335K Buy
124,085
+11,200
+10% +$30.2K ﹤0.01% 4181
2024
Q1 		$295K Buy
112,885
+39,850
+55% +$108K ﹤0.01% 4218
2023
Q4 		$231K Buy
73,035
+1,621
+2% +$5.11K ﹤0.01% 4287
2023
Q3 		$206K Sell
71,414
-817
-1% -$2.66K ﹤0.01% 4214
2023
Q2 		$258K Sell
72,231
-4,140
-5% -$16.2K ﹤0.01% 3975
2023
Q1 		$301K Sell
76,371
-11,524
-13% -$42.9K ﹤0.01% 3735
2022
Q4 		$314K Buy
87,895
+3,800
+5% +$12.6K ﹤0.01% 3616
2022
Q3 		$271K Buy
84,095
+44,536
+113% +$147K ﹤0.01% 3689
2022
Q2 		$134K Buy
39,559
+11,688
+42% +$48.8K ﹤0.01% 4057
2022
Q1 		$128K Sell
27,871
-2,867
-9% -$11.5K ﹤0.01% 3935
2021
Q4 		$121K Sell
30,738
-6,204
-17% -$24.9K ﹤0.01% 4101
2021
Q3 		$126K Buy
36,942
+15,403
+72% +$59.5K ﹤0.01% 4090
2021
Q2 		$91K Sell
21,539
-1,100
-5% -$5.37K ﹤0.01% 4078
2021
Q1 		$98K Buy
22,639
+6,575
+41% +$32.1K ﹤0.01% 3930
2020
Q4 		$90K Sell
16,064
-1,500
-9% -$9.16K ﹤0.01% 3692
2020
Q3 		$115K Buy
+17,564
New +$114K ﹤0.01% 3340

Other funds holding BTG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Polunin Capital Partners
Polunin Capital Partners London, United Kingdom $497M AUM 11.85% 1-Year Est. Return

LPL Financial's BTG Position: Q3 2026 in Review

LPL Financial reduced its B2Gold (BTG) stake by 12% in Q3 2026, selling an estimated $505K and leaving 807,961 shares worth $4.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

LPL Financial first reported a position in BTG in Q3 2020 and has held it in 25 quarters since. The position peaked at $6.17M in Q1 2026. 140 funds tracked by Wall St. Rank hold BTG as of Q3 2026.

  • LPL Financial held 807,961 shares of B2Gold worth $4.22M as of Q3 2026.
  • LPL Financial sold 106,138 B2Gold shares in Q3 2026, an estimated $505K.
  • B2Gold made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2999 holding.
  • LPL Financial first reported a position in B2Gold in Q3 2020 and has held it in 25 quarters since.
  • LPL Financial's B2Gold position peaked at $6.17M in Q1 2026.
  • 140 funds tracked by Wall St. Rank held B2Gold as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.