TWM
TGB

Tradition Wealth Management’s Trekor Metals TGB Stock Holding History

Tradition Wealth Management’s Portfolio TGB Stock Details TGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,350
Closed -$69.9K – 542
2025
Q4 		$69.9K Sell
12,350
-19,250
-61% -$90.6K 0.01% 486
2025
Q3 		$134K Sell
31,600
-8,250
-21% -$28.1K 0.01% 467
2025
Q2 		$126K Sell
39,850
-2,500
-6% -$5.85K 0.01% 438
2025
Q1 		$94.9K Sell
42,350
-5,000
-11% -$10.6K 0.01% 423
2024
Q4 		$91.9K Buy
+47,350
New +$104K 0.01% 408

Other funds holding TGB

LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Tradition Wealth Management's TGB Position: Q1 2026 in Review

Tradition Wealth Management sold out of Trekor Metals (TGB) in Q1 2026, closing a stake of 12,350 shares — an estimated $69.9K sold.

Tradition Wealth Management first reported a position in TGB in Q4 2024 and held it in 5 quarters. The position peaked at $134K in Q3 2025. 208 funds tracked by Wall St. Rank hold TGB as of Q1 2026.

  • Tradition Wealth Management reported no remaining Trekor Metals position as of Q1 2026 after selling out during the quarter.
  • Tradition Wealth Management sold 12,350 Trekor Metals shares in Q1 2026, an estimated $69.9K.
  • Tradition Wealth Management first reported a position in Trekor Metals in Q4 2024 and held it in 5 quarters.
  • Tradition Wealth Management's Trekor Metals position peaked at $134K in Q3 2025.
  • 208 funds tracked by Wall St. Rank held Trekor Metals as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.