U.S. Global Investors (USGI)’s Aurelion Inc AURE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-30,000	Closed	-$74.9K	–	149
2025 Q4	$74.9K	Buy	+30,000	New	+$155K	0.01%	128

Other funds holding AURE

YAG

Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

U.S. Global Investors (USGI)'s AURE Position: Q1 2026 in Review

U.S. Global Investors (USGI) sold out of Aurelion Inc (AURE) in Q1 2026, closing a stake of 30,000 shares — an estimated $74.9K sold.

U.S. Global Investors (USGI) first reported a position in AURE in Q4 2025 and held it in 1 quarter. The position peaked at $74.9K in Q4 2025. 2 funds tracked by Wall St. Rank hold AURE as of Q1 2026.

U.S. Global Investors (USGI) reported no remaining Aurelion Inc position as of Q1 2026 after selling out during the quarter.
U.S. Global Investors (USGI) sold 30,000 Aurelion Inc shares in Q1 2026, an estimated $74.9K.
U.S. Global Investors (USGI) first reported a position in Aurelion Inc in Q4 2025 and held it in 1 quarter.
U.S. Global Investors (USGI)'s Aurelion Inc position peaked at $74.9K in Q4 2025.
2 funds tracked by Wall St. Rank held Aurelion Inc as of Q1 2026.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2026, filed 1 May 2026.