U.S. Global Investors (USGI)’s US Steel X Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,000	Closed	-$211K	–	160
2025 Q1	$211K	Buy	+5,000	New	+$189K	0.03%	107
2014 Q4	–	Sell	-70,000	Closed	-$2.74M	–	366
2014 Q3	$2.74M	Buy	+70,000	New	+$2.45M	0.78%	50

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

U.S. Global Investors (USGI)'s X Position: Q2 2025 in Review

U.S. Global Investors (USGI) sold out of US Steel (X) in Q2 2025, closing a stake of 5,000 shares — an estimated $211K sold.

U.S. Global Investors (USGI) first reported a position in X in Q3 2014 and held it in 2 quarters. The position peaked at $2.74M in Q3 2014. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

U.S. Global Investors (USGI) reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
U.S. Global Investors (USGI) sold 5,000 US Steel shares in Q2 2025, an estimated $211K.
U.S. Global Investors (USGI) first reported a position in US Steel in Q3 2014 and held it in 2 quarters.
U.S. Global Investors (USGI)'s US Steel position peaked at $2.74M in Q3 2014.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2025, filed 24 Jul 2025.