True Wealth Design
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
Q3 		$7 Hold
1
– – ﹤0.01% 2568
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

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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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's USGO Position: Q3 2026 in Review

True Wealth Design held its US GoldMining (USGO) position steady in Q3 2026 at 1 share worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

True Wealth Design first reported a position in USGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $12 in Q1 2026. 11 funds tracked by Wall St. Rank hold USGO as of Q3 2026.

  • True Wealth Design held 1 share of US GoldMining worth $7 as of Q3 2026.
  • True Wealth Design left its US GoldMining share count unchanged in Q3 2026.
  • US GoldMining made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2568 holding.
  • True Wealth Design first reported a position in US GoldMining in Q4 2025 and has held it in 4 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 Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.