DONALD SMITH & CO., INC. IAG — IAMGOLD CORP

Ownership history in DONALD SMITH & CO., INC.  ·  41 quarters on record

AI Ownership Summary

DONALD SMITH & CO., INC. reported IAMGOLD CORP (IAG) in 41 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 6.36% in 2025 Q3. The latest visible filing shows IAG at 4.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IAG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DONALD SMITH & CO., INC.'s position in IAMGOLD CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IAG was reported at 4.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.36% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IAG stock page DONALD SMITH & CO., INC. fund profile DONALD SMITH & CO., INC. full holdings
How DONALD SMITH & CO., INC. held IAG — position size vs. price
% of Fund (quarterly)    IAG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 14,479,039 -5,151,168 -26.2% 4.90% $272.5M 2026-05-14 $18.47
2025 Q4 REDUCED 20.4% +14.1% ❌ 19,630,207 -5,023,444 -20.4% 6.06% $323.7M 2026-02-11 $22.49
2025 Q3 REDUCED 8.5% +27.5% ❌ 24,653,651 -2,284,059 -8.5% 6.36% $318.8M 2025-11-13 $13.78
2025 Q2 REDUCED 6.5% +74.6% ❌ 26,937,710 -1,867,594 -6.5% 4.66% $198.0M 2025-08-13 $8.07
2025 Q1 REDUCED 7.8% +17.6% ❌ 28,805,304 -2,428,570 -7.8% 4.41% $180.0M 2025-05-12 $6.29
2024 Q4 ADDED — — — 31,233,874 +216,751 +0.7% 3.85% $161.2M 2025-02-12 $6.61
2024 Q3 REDUCED 11.1% -3.2% ✅ 31,017,123 -3,873,422 -11.1% 3.83% $162.2M 2024-10-25 $5.77
2024 Q2 REDUCED — — — 34,890,545 -1,186,723 -3.3% 3.34% $130.8M 2024-08-09 $4.28
2024 Q1 ADDED — — — 36,077,268 +298,959 +0.8% 2.79% $120.1M 2024-05-10 $4.30
2023 Q4 ADDED — — — 35,778,309 +4,358,444 +13.9% 2.32% $90.5M 2024-02-05 $2.41
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IAG

As of 2026 Q1 — sorted by position size

Mudita Advisors LLP 3Y 9.12% WINMILL & CO. INC 3Y 7Y 6.46% Extract Advisors LLC 5.62% SPROTT INC. 3Y 7Y 3.6% P SCHOENFELD ASSET MANAGEMENT LP 3Y 7Y 3.49% Orion Resource Partners LP 3.35% Appian Way Asset Management LP 3Y 3.28% Semanteon Capital Management, LP 2.85% Euro Pacific Asset Management, LLC 3Y 2.37% Hartree Partners, LP 3Y 7Y 2.3%

FAQ About DONALD SMITH & CO., INC. and IAG

These are the practical questions this page is built to answer before you even open the full history table.

How long has DONALD SMITH & CO., INC. reported owning IAG?

DONALD SMITH & CO., INC. reported IAG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IAG position in DONALD SMITH & CO., INC.'s portfolio?

The largest reported portfolio weight for IAG was 6.36% in 2025 Q3.

What is the latest reported IAG position on this page?

The most recent filing on this page is 2026 Q1, when DONALD SMITH & CO., INC. reported 14,479,039 shares, equal to 4.90% of portfolio, with an estimated market value of $272.5M.

What does the chart on this IAG ownership page compare?

The chart compares DONALD SMITH & CO., INC.'s quarterly IAG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DONALD SMITH & CO., INC. time their IAG position?

Based on 13F filing dates vs. subsequent IAG price moves, DONALD SMITH & CO., INC. correctly timed 18 out of 40 reported position changes (45%). The annualised alpha on IAG relative to SPY over the holding period was +3.0%.

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