Essential Partners’s US GoldMining USGO Stock Holding History

Essential Partners’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 Q3	$127	Buy	19 +8	+73%	+$65	﹤0.01%	2672
2026 Q2	$89	Sell	11 -59	-84%	-$656	﹤0.01%	2751
2026 Q1	$814	Buy	70 +67	+2,233%	+$803	﹤0.01%	2302
2025 Q4	$26	Buy	+3	New	+$33	﹤0.01%	2700

Other funds holding USGO

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's USGO Position: Q3 2026 in Review

Essential Partners increased its US GoldMining (USGO) stake by 73% in Q3 2026, buying an estimated $65 and bringing the position to 19 shares worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #2672.

Essential Partners first reported a position in USGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $814 in Q1 2026. 7 funds tracked by Wall St. Rank hold USGO as of Q3 2026.

Essential Partners held 19 shares of US GoldMining worth $127 as of Q3 2026.
Essential Partners bought 8 US GoldMining shares in Q3 2026, an estimated $65.
US GoldMining made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2672 holding.
Essential Partners first reported a position in US GoldMining in Q4 2025 and has held it in 4 quarters since.
Essential Partners's US GoldMining position peaked at $814 in Q1 2026.
7 funds tracked by Wall St. Rank held US GoldMining as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.