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Heritage Wealth Management (Arizona)’s US Gold Corp USAU Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio USAU Stock Details USAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$5.81K Buy
1,210
+605
+100% +$2.45K ﹤0.01% 860
2022
Q3 		$2K Hold
605
– – ﹤0.01% 903
2022
Q2 		$2.54K Hold
605
– – ﹤0.01% 858
2022
Q1 		$4K Buy
+605
New +$4.55K ﹤0.01% 837
2021
Q3 		$6K Hold
605
– – ﹤0.01% 713
2021
Q2 		$7K Buy
+605
New +$6.76K ﹤0.01% 707

Other funds holding USAU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s USAU Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its US Gold Corp (USAU) stake by 100% in Q4 2022, buying an estimated $2.45K and bringing the position to 1,210 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Heritage Wealth Management (Arizona) first reported a position in USAU in Q2 2021 and has held it in 6 quarters since. The position peaked at $7K in Q2 2021. 18 funds tracked by Wall St. Rank hold USAU as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,210 shares of US Gold Corp worth $5.81K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 605 US Gold Corp shares in Q4 2022, an estimated $2.45K.
  • US Gold Corp made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #860 holding.
  • Heritage Wealth Management (Arizona) first reported a position in US Gold Corp in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s US Gold Corp position peaked at $7K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held US Gold Corp as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.