Trek Financial’s IAMGOLD IAG Stock Holding History

Trek Financial’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	-151,050	Closed	-$1.95M	–	477
2025 Q3	$1.95M	Sell	151,050 -917,960	-86%	-$8.04M	0.12%	167
2025 Q2	$7.86M	Buy	+1,069,010	New	+$7.49M	0.53%	53

Other funds holding IAG

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Trek Financial's IAG Position: Q4 2025 in Review

Trek Financial sold out of IAMGOLD (IAG) in Q4 2025, closing a stake of 151,050 shares — an estimated $1.95M sold.

Trek Financial first reported a position in IAG in Q2 2025 and held it in 2 quarters. The position peaked at $7.86M in Q2 2025. 264 funds tracked by Wall St. Rank hold IAG as of Q4 2025.

Trek Financial reported no remaining IAMGOLD position as of Q4 2025 after selling out during the quarter.
Trek Financial sold 151,050 IAMGOLD shares in Q4 2025, an estimated $1.95M.
Trek Financial first reported a position in IAMGOLD in Q2 2025 and held it in 2 quarters.
Trek Financial's IAMGOLD position peaked at $7.86M in Q2 2025.
264 funds tracked by Wall St. Rank held IAMGOLD as of Q4 2025.

Based on Trek Financial's 13F filing for Q4 2025, filed 4 Feb 2026.