WMS Partners’s IAMGOLD IAG Stock Holding History

WMS Partners’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 Q1	–	Sell	-109,000	Closed	-$562K	–	120
2024 Q4	$562K	Hold	109,000	–	–	0.03%	167
2024 Q3	$570K	Hold	109,000	–	–	0.03%	159
2024 Q2	$409K	Hold	109,000	–	–	0.03%	176
2024 Q1	$363K	Sell	109,000 -33,000	-23%	-$87.9K	0.02%	200
2023 Q4	$359K	Hold	142,000	–	–	0.03%	187
2023 Q3	$305K	Buy	142,000 +33,000	+30%	+$81.3K	0.02%	202
2023 Q2	$287K	Hold	109,000	–	–	0.02%	225
2023 Q1	$295K	Buy	+109,000	New	+$277K	0.03%	209
2022 Q4	–	Sell	-177,003	Closed	-$189K	–	281
2022 Q3	$189K	Buy	177,003 +63,903	+57%	+$85.2K	0.03%	235
2022 Q2	$182K	Buy	113,100 +30,000	+36%	+$75.5K	0.03%	237
2022 Q1	$289K	Buy	83,100 +50,000	+151%	+$150K	0.04%	188
2021 Q4	$104K	Hold	33,100	–	–	0.02%	213
2021 Q3	$75K	Hold	33,100	–	–	0.01%	269
2021 Q2	$98K	Buy	33,100 +23,100	+231%	+$77.8K	0.01%	254
2021 Q1	$30K	Buy	+10,000	New	+$33.1K	0.01%	228

Other funds holding IAG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RCF Management Denver, Colorado $103M AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WMS Partners's IAG Position: Q1 2025 in Review

WMS Partners sold out of IAMGOLD (IAG) in Q1 2025, closing a stake of 109,000 shares — an estimated $562K sold.

WMS Partners first reported a position in IAG in Q1 2021 and held it in 15 quarters. The position peaked at $570K in Q3 2024. 231 funds tracked by Wall St. Rank hold IAG as of Q1 2025.

WMS Partners reported no remaining IAMGOLD position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 109,000 IAMGOLD shares in Q1 2025, an estimated $562K.
WMS Partners first reported a position in IAMGOLD in Q1 2021 and held it in 15 quarters.
WMS Partners's IAMGOLD position peaked at $570K in Q3 2024.
231 funds tracked by Wall St. Rank held IAMGOLD as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.