U.S. Global Investors (USGI)’s Alliance Resource Partners ARLP Stock Holding History

U.S. Global Investors (USGI)’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,000	Closed	-$354K	–	131
2025 Q3	$354K	Hold	14,000	–	–	0.04%	96
2025 Q2	$366K	Hold	14,000	–	–	0.04%	94
2025 Q1	$382K	Buy	+14,000	New	+$374K	0.05%	84
2018 Q2	–	Sell	-60,600	Closed	-$1.07M	–	138
2018 Q1	$1.07M	Hold	60,600	–	–	0.66%	43
2017 Q4	$1.19M	Buy	+60,600	New	+$1.16M	0.54%	44
2016 Q2	–	Sell	-200	Closed	-$2K	–	155
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	172
2015 Q4	$3K	Hold	200	–	–	﹤0.01%	228
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	264
2015 Q2	$5K	Hold	200	–	–	﹤0.01%	272
2015 Q1	$7K	Hold	200	–	–	﹤0.01%	304
2014 Q4	$9K	Hold	200	–	–	﹤0.01%	277
2014 Q3	$9K	Sell	200 -200	-50%	-$9.54K	﹤0.01%	259
2014 Q2	$19K	Buy	+400	New	+$17.9K	﹤0.01%	275

Other funds holding ARLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

U.S. Global Investors (USGI)'s ARLP Position: Q4 2025 in Review

U.S. Global Investors (USGI) sold out of Alliance Resource Partners (ARLP) in Q4 2025, closing a stake of 14,000 shares — an estimated $354K sold.

U.S. Global Investors (USGI) first reported a position in ARLP in Q2 2014 and held it in 13 quarters. The position peaked at $1.19M in Q4 2017. 170 funds tracked by Wall St. Rank hold ARLP as of Q4 2025.

U.S. Global Investors (USGI) reported no remaining Alliance Resource Partners position as of Q4 2025 after selling out during the quarter.
U.S. Global Investors (USGI) sold 14,000 Alliance Resource Partners shares in Q4 2025, an estimated $354K.
U.S. Global Investors (USGI) first reported a position in Alliance Resource Partners in Q2 2014 and held it in 13 quarters.
U.S. Global Investors (USGI)'s Alliance Resource Partners position peaked at $1.19M in Q4 2017.
170 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2025.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2025, filed 28 Jan 2026.