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Strategic Planning Inc’s TRX Gold Corp TRX Stock Holding History

Strategic Planning Inc’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
Q1 		$494K Hold
329,133
– – 0.25% 34
2025
Q4 		$303K Hold
329,133
– – 0.16% 45
2025
Q3 		$205K Buy
+329,133
New +$133K 0.12% 51
2025
Q2 		– Sell
-329,133
Closed -$102K – 55
2025
Q1 		$102K Buy
+329,133
New +$104K 0.06% 57

Other funds holding TRX

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Strategic Planning Inc's TRX Position: Q1 2026 in Review

Strategic Planning Inc held its TRX Gold Corp (TRX) position steady in Q1 2026 at 329,133 shares worth $494K. The position accounts for 0.25% of the portfolio, ranked #34.

Strategic Planning Inc first reported a position in TRX in Q1 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold TRX as of Q1 2026.

  • Strategic Planning Inc held 329,133 shares of TRX Gold Corp worth $494K as of Q1 2026.
  • Strategic Planning Inc left its TRX Gold Corp share count unchanged in Q1 2026.
  • TRX Gold Corp made up 0.25% of Strategic Planning Inc's portfolio in Q1 2026, its #34 holding.
  • Strategic Planning Inc first reported a position in TRX Gold Corp in Q1 2025 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held TRX Gold Corp as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.