Integrated Wealth Concepts’s US Global Investors GROW Stock Holding History

Integrated Wealth Concepts’s Portfolio GROW Stock Details GROW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.28K	Buy	+1,052	New	+$2.86K	﹤0.01%	5181

Other funds holding GROW

GCM

Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Integrated Wealth Concepts's GROW Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in US Global Investors (GROW) in Q2 2026: 1,052 shares worth $3.28K. The stake represents ﹤0.01% of the portfolio and ranks #5181 among its holdings.

36 funds tracked by Wall St. Rank hold GROW as of Q2 2026.

Integrated Wealth Concepts held 1,052 shares of US Global Investors worth $3.28K as of Q2 2026.
US Global Investors was a new Integrated Wealth Concepts position in Q2 2026.
US Global Investors made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5181 holding.
36 funds tracked by Wall St. Rank held US Global Investors as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.