Filing Research | USGO - US GOLDMINING INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	105.3KSH	$884.5K
2	Themes Management Co LLC	Shares	12.2KSH	$99.2K
3	Golden State Wealth Management, LLC	Shares	800SH	$6.5K
4	GAMMA Investing LLC	Shares	519SH	$4.2K
5	EverSource Wealth Advisors, LLC	Shares	54SH	$439
6	AdvisorNet Financial, Inc	Shares	35SH	$285
7	IFP Advisors, Inc	Shares	21SH	$171
8	Fortitude Family Office, LLC	Shares	18SH	$146
9	SBI Securities Co., Ltd.	Shares	17SH	$138
10	Farther Finance Advisors, LLC	Shares	6SH	$50
11	SJS Investment Consulting Inc.	Shares	1SH	$9
12	True Wealth Design, LLC	Shares	1SH	$9

Manager changes2026-06-30 vs 2026-03-31

15 / 15 loaded

#		Instrument
1	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+92.0K	+$723.7K	$884.5K
2	GAMMA Investing LLC new	Shares	+519	+$4.2K	$4.2K
3	Fortitude Family Office, LLC new	Shares	+18	+$146	$146
4	SBI Securities Co., Ltd. new	Shares	+17	+$138	$138
5	IFP Advisors, Inc added	Shares	+16	+$113	$171
6	Farther Finance Advisors, LLC new	Shares	+6	+$50	$50
7	SJS Investment Consulting Inc. unchanged	Shares	0	-$3	$9
8	True Wealth Design, LLC unchanged	Shares	0	-$3	$9
9	Wilkerson Advisory Group LLC exited	Shares	-3	-$35	$0
10	AdvisorNet Financial, Inc unchanged	Shares	0	-$122	$285
11	FNY Investment Advisers, LLC exited	Shares	-13.0K	-$151	$0
12	EverSource Wealth Advisors, LLC trimmed	Shares	-4	-$235	$439
13	Golden State Wealth Management, LLC unchanged	Shares	0	-$2.8K	$6.5K
14	Sound Income Strategies, LLC exited	Shares	-246	-$3.0K	$0
15	Themes Management Co LLC added	Shares	+245	-$39.9K	$99.2K

Filing Research | USGO - US GOLDMINING INC Institutional Holdings