Marcum Wealth’s TRX Gold Corp TRX Stock Holding History

Marcum Wealth’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
2025 Q1	$7.78K	Hold	25,000	–	–	﹤0.01%	402
2024 Q4	$7.67K	Hold	25,000	–	–	﹤0.01%	404
2024 Q3	$9.8K	Hold	25,000	–	–	﹤0.01%	411
2024 Q2	$9.85K	Hold	25,000	–	–	﹤0.01%	383
2024 Q1	$9.72K	Hold	25,000	–	–	﹤0.01%	394
2023 Q4	$9.5K	Hold	25,000	–	–	﹤0.01%	375
2023 Q3	$9.15K	Hold	25,000	–	–	﹤0.01%	368
2023 Q2	$11.1K	Hold	25,000	–	–	﹤0.01%	374
2023 Q1	$12.1K	Hold	25,000	–	–	﹤0.01%	380
2022 Q4	$8.46K	Hold	25,000	–	–	﹤0.01%	381
2022 Q3	$10K	Hold	25,000	–	–	﹤0.01%	376
2022 Q2	$9K	Hold	25,000	–	–	﹤0.01%	378
2022 Q1	$8K	Hold	25,000	–	–	﹤0.01%	376
2021 Q4	$10K	Hold	25,000	–	–	﹤0.01%	389
2021 Q3	$12K	Hold	25,000	–	–	﹤0.01%	370
2021 Q2	$13K	Hold	25,000	–	–	﹤0.01%	340
2021 Q1	$15K	Hold	25,000	–	–	﹤0.01%	332
2020 Q4	$16K	Hold	25,000	–	–	﹤0.01%	151
2020 Q3	$17K	Hold	25,000	–	–	0.01%	121
2020 Q2	$22K	Hold	25,000	–	–	0.01%	118
2020 Q1	$13K	Hold	25,000	–	–	0.01%	96
2019 Q4	$15K	Buy	+25,000	New	+$19K	0.01%	107

Other funds holding TRX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SPI

Strategic Planning Inc Columbus, Ohio $199M AUM 20.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FSA

Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marcum Wealth's TRX Position: Q1 2025 in Review

Marcum Wealth held its TRX Gold Corp (TRX) position steady in Q1 2025 at 25,000 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Marcum Wealth first reported a position in TRX in Q4 2019 and has held it in 22 quarters since. The position peaked at $22K in Q2 2020. 46 funds tracked by Wall St. Rank hold TRX as of Q1 2025.

Marcum Wealth held 25,000 shares of TRX Gold Corp worth $7.78K as of Q1 2025.
Marcum Wealth left its TRX Gold Corp share count unchanged in Q1 2025.
TRX Gold Corp made up ﹤0.01% of Marcum Wealth's portfolio in Q1 2025, its #402 holding.
Marcum Wealth first reported a position in TRX Gold Corp in Q4 2019 and has held it in 22 quarters since.
Marcum Wealth's TRX Gold Corp position peaked at $22K in Q2 2020.
46 funds tracked by Wall St. Rank held TRX Gold Corp as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.