GSWM
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Golden State Wealth Management’s US GoldMining USGO Stock Holding History

Golden State Wealth Management’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 		$6.5K Hold
800
– – ﹤0.01% 1209
2026
Q1 		$9.3K Hold
800
– – ﹤0.01% 1104
2025
Q4 		$7.06K Hold
800
– – ﹤0.01% 1181
2025
Q3 		$10.3K Buy
+800
New +$7.16K ﹤0.01% 1098

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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
IA
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Golden State Wealth Management's USGO Position: Q2 2026 in Review

Golden State Wealth Management held its US GoldMining (USGO) position steady in Q2 2026 at 800 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Golden State Wealth Management first reported a position in USGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.3K in Q3 2025. 11 funds tracked by Wall St. Rank hold USGO as of Q2 2026.

  • Golden State Wealth Management held 800 shares of US GoldMining worth $6.5K as of Q2 2026.
  • Golden State Wealth Management left its US GoldMining share count unchanged in Q2 2026.
  • US GoldMining made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1209 holding.
  • Golden State Wealth Management first reported a position in US GoldMining in Q3 2025 and has held it in 4 quarters since.
  • Golden State Wealth Management's US GoldMining position peaked at $10.3K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held US GoldMining as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.