TWD
USGO icon

True Wealth Design’s US GoldMining USGO Stock Holding History

True Wealth Design’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
Q2 		$9 Hold
1
– – ﹤0.01% 2644
2026
Q1 		$12 Hold
1
– – ﹤0.01% 2662
2025
Q4 		$9 Buy
+1
New +$11 ﹤0.01% 2528

Other funds holding USGO

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

True Wealth Design held its US GoldMining (USGO) position steady in Q2 2026 at 1 share worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

True Wealth Design first reported a position in USGO in Q4 2025 and has held it in 3 quarters since. The position peaked at $12 in Q1 2026. 11 funds tracked by Wall St. Rank hold USGO as of Q2 2026.

  • True Wealth Design held 1 share of US GoldMining worth $9 as of Q2 2026.
  • True Wealth Design left its US GoldMining share count unchanged in Q2 2026.
  • US GoldMining made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2644 holding.
  • True Wealth Design first reported a position in US GoldMining in Q4 2025 and has held it in 3 quarters since.
  • True Wealth Design's US GoldMining position peaked at $12 in Q1 2026.
  • 11 funds tracked by Wall St. Rank held US GoldMining as of Q2 2026.

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