Creative Financial Designs’s US GoldMining USGO Stock Holding History

Creative Financial Designs’s Portfolio USGO Stock Details USGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.02K	Hold	249	–	–	﹤0.01%	1902
2026 Q1	$2.9K	Hold	249	–	–	﹤0.01%	1713
2025 Q4	$2.2K	Hold	249	–	–	﹤0.01%	1666
2025 Q3	$3.2K	Hold	249	–	–	﹤0.01%	1626
2025 Q2	$2.04K	Hold	249	–	–	﹤0.01%	1684
2025 Q1	$2.44K	Buy	+249	New	+$2.45K	﹤0.01%	1635

Other funds holding USGO

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

TMC

Themes Management Co Greenwich, Connecticut $151M AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Creative Financial Designs's USGO Position: Q2 2026 in Review

Creative Financial Designs held its US GoldMining (USGO) position steady in Q2 2026 at 249 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Creative Financial Designs first reported a position in USGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.2K in Q3 2025. 15 funds tracked by Wall St. Rank hold USGO as of Q2 2026.

Creative Financial Designs held 249 shares of US GoldMining worth $2.02K as of Q2 2026.
Creative Financial Designs left its US GoldMining share count unchanged in Q2 2026.
US GoldMining made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1902 holding.
Creative Financial Designs first reported a position in US GoldMining in Q1 2025 and has held it in 6 quarters since.
Creative Financial Designs's US GoldMining position peaked at $3.2K in Q3 2025.
15 funds tracked by Wall St. Rank held US GoldMining as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.