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Stonehaven Wealth & Tax Solutions’s IAMGOLD IAG Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio IAG Stock Details IAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,897
Closed -$180K – 91
2025
Q3 		$180K Sell
13,897
-2,690
-16% -$23.6K 0.17% 79
2025
Q2 		$122K Sell
16,587
-881
-5% -$6.17K 0.12% 77
2025
Q1 		$109K Buy
+17,468
New +$103K 0.12% 70

Other funds holding IAG

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's IAG Position: Q4 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of IAMGOLD (IAG) in Q4 2025, closing a stake of 13,897 shares — an estimated $180K sold.

Stonehaven Wealth & Tax Solutions first reported a position in IAG in Q1 2025 and held it in 3 quarters. The position peaked at $180K in Q3 2025. 264 funds tracked by Wall St. Rank hold IAG as of Q4 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining IAMGOLD position as of Q4 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 13,897 IAMGOLD shares in Q4 2025, an estimated $180K.
  • Stonehaven Wealth & Tax Solutions first reported a position in IAMGOLD in Q1 2025 and held it in 3 quarters.
  • Stonehaven Wealth & Tax Solutions's IAMGOLD position peaked at $180K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held IAMGOLD as of Q4 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.