EWA
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EverSource Wealth Advisors’s US GoldMining USGO Stock Holding History

EverSource Wealth Advisors’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 		$439 Sell
54
-4
-7% -$44 ﹤0.01% 4155
2026
Q1 		$674 Buy
58
+56
+2,800% +$671 ﹤0.01% 3978
2025
Q4 		$18 Buy
+2
New +$22 ﹤0.01% 4225

Other funds holding USGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

EverSource Wealth Advisors's USGO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its US GoldMining (USGO) stake by 6.9% in Q2 2026, selling an estimated $44 and leaving 54 shares worth $439. The position accounts for ﹤0.01% of the portfolio, ranked #4155.

EverSource Wealth Advisors first reported a position in USGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $674 in Q1 2026. 53 funds tracked by Wall St. Rank hold USGO as of Q2 2026.

  • EverSource Wealth Advisors held 54 shares of US GoldMining worth $439 as of Q2 2026.
  • EverSource Wealth Advisors sold 4 US GoldMining shares in Q2 2026, an estimated $44.
  • US GoldMining made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4155 holding.
  • EverSource Wealth Advisors first reported a position in US GoldMining in Q4 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's US GoldMining position peaked at $674 in Q1 2026.
  • 53 funds tracked by Wall St. Rank held US GoldMining as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.