IFP Advisors
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IFP Advisors’s US GoldMining USGO Stock Holding History

IFP 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
Q3 		$100 Sell
15
-6
-29% -$49 ﹤0.01% 4984
2026
Q2 		$171 Buy
21
+16
+320% +$178 ﹤0.01% 4877
2026
Q1 		$58 Buy
+5
New +$60 ﹤0.01% 4814

Other funds holding USGO

Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's USGO Position: Q3 2026 in Review

IFP Advisors reduced its US GoldMining (USGO) stake by 29% in Q3 2026, selling an estimated $49 and leaving 15 shares worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #4984.

IFP Advisors first reported a position in USGO in Q1 2026 and has held it in 3 quarters since. The position peaked at $171 in Q2 2026. 11 funds tracked by Wall St. Rank hold USGO as of Q3 2026.

  • IFP Advisors held 15 shares of US GoldMining worth $100 as of Q3 2026.
  • IFP Advisors sold 6 US GoldMining shares in Q3 2026, an estimated $49.
  • US GoldMining made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4984 holding.
  • IFP Advisors first reported a position in US GoldMining in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's US GoldMining position peaked at $171 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held US GoldMining as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.