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Summit Wealth Group (Colorado)’s US GoldMining USGO Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,419,281
Closed -$64.4M – 472
2025
Q3 		$64.4M Buy
+1,419,281
New +$12.7M 9.97% 2

Other funds holding USGO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Summit Wealth Group (Colorado)'s USGO Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of US GoldMining (USGO) in Q4 2025, closing a stake of 1,419,281 shares — an estimated $64.4M sold.

Summit Wealth Group (Colorado) first reported a position in USGO in Q3 2025 and held it in 1 quarter. The position peaked at $64.4M in Q3 2025. 44 funds tracked by Wall St. Rank hold USGO as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining US GoldMining position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,419,281 US GoldMining shares in Q4 2025, an estimated $64.4M.
  • Summit Wealth Group (Colorado) first reported a position in US GoldMining in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s US GoldMining position peaked at $64.4M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held US GoldMining as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.