True Wealth Design’s Contango Silver & Gold Inc CTGO Stock Holding History

True Wealth Design’s Portfolio CTGO Stock Details CTGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7	Closed	-$132	–	2702
2026 Q1	$132	Hold	7	–	–	﹤0.01%	2417
2025 Q4	$185	Hold	7	–	–	﹤0.01%	2244
2025 Q3	$175	Hold	7	–	–	﹤0.01%	2331
2025 Q2	$137	Hold	7	–	–	﹤0.01%	2162
2025 Q1	$72	Buy	+7	New	+$71	﹤0.01%	2296

Other funds holding CTGO

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's CTGO Position: Q2 2026 in Review

True Wealth Design sold out of Contango Silver & Gold Inc (CTGO) in Q2 2026, closing a stake of 7 shares — an estimated $132 sold.

True Wealth Design first reported a position in CTGO in Q1 2025 and held it in 5 quarters. The position peaked at $185 in Q4 2025. 7 funds tracked by Wall St. Rank hold CTGO as of Q2 2026.

True Wealth Design reported no remaining Contango Silver & Gold Inc position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 7 Contango Silver & Gold Inc shares in Q2 2026, an estimated $132.
True Wealth Design first reported a position in Contango Silver & Gold Inc in Q1 2025 and held it in 5 quarters.
True Wealth Design's Contango Silver & Gold Inc position peaked at $185 in Q4 2025.
7 funds tracked by Wall St. Rank held Contango Silver & Gold Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.