Among active 13F managers last quarter, 6 opened and 6 added, while 6 reduced; the largest holder to move was International Assets Investment Management, LLC (+692%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
54 tracked 13F filers disclose a position in USGO as of the latest SEC 13F filings, a combined $6.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 176K | $1.4M | ▲+61% Added · +67K sh | Q2 2026 | |
| 2 | Qube Research & Technologies Ltd | 170K | Withheld | ▼−23% Reduced · −50K sh | Q1 2026 | |
| 3 | International Assets Investment Management, LLC | 105K | $885K | ▲+692% Added · +92K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 79K | $643K | ▲+11% Added · +8K sh | Q2 2026 | |
| 5 | Renaissance Technologies LLC | 72K | $833K | ▼−2.0% Reduced · −2K sh | Q1 2026 | |
| 6 | Goldman Sachs Group Inc | 56K | $650K | ▲+277% Added · +41K sh | Q1 2026 | |
| 7 | Northern Trust Corp | 38K | $446K | ▲+10% Added · +4K sh | Q1 2026 | |
| 8 | Vanguard Capital Management LLC | 30K | $247K | ▲+23% Added · +6K sh | Q2 2026 | |
| 9 | State Street Corp | 26K | $213K | ▼−1.3% Reduced · −344 sh | Q2 2026 | |
| 10 | Vanguard Fiduciary Trust Co | 20K | $166K | ▲+49% Added · +7K sh | Q2 2026 | |
| 11 | Vanguard Portfolio Management LLC | 20K | $164K | ▲+22% Added · +4K sh | Q2 2026 | |
| 12 | AQR Capital Management LLC | 16K | $186K | ▲New +16K sh | Q1 2026 | |
| 13 | Russell Investments Group, Ltd. | 15K | $173K | ▲+160% Added · +9K sh | Q1 2026 | |
| 14 | Themes Management Co LLC | 12K | $99K | ▲+2.0% Added · +245 sh | Q2 2026 | |
| 15 | UBS Group AG | 8K | $88K | ▲+427% Added · +6K sh | Q1 2026 | |
| 16 | STRS Ohio | 4K | $50K | —Held | Q1 2026 | |
| 17 | New York State Common Retirement Fund | 4K | $48K | —Held | Q1 2026 | |
| 18 | Wells Fargo & Company | 3K | $31K | ▼−35% Reduced · −1K sh | Q1 2026 | |
| 19 | Rhumbline Advisers | 2K | $27K | ▲+2.2% Added · +49 sh | Q1 2026 | |
| 20 | Morgan Stanley | 2K | $21K | ▼−69% Reduced · −4K sh | Q1 2026 | |
| 21 | CWM, LLC | 1K | $16K | ▲16× Added · +1K sh | Q1 2026 | |
| 22 | FMR LLC | 1K | $11K | ▼−18% Reduced · −317 sh | Q2 2026 | |
| 23 | JPMorgan Chase & Co | 1K | $13K | ▼−81% Reduced · −5K sh | Q1 2026 | |
| 24 | Mirae Asset Global Etfs Holdings Ltd. | 1K | $13K | ▲+3.2% Added · +34 sh | Q1 2026 | |
| 25 | Royal Bank Of Canada | 984 | $11K | ▲+57% Added · +357 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 6 funds opened a new position in USGO and 6 added to an existing one, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 22 funds | $13.3B |
| Alphabet Inc-CL AGOOGL | 22 funds | $5.2B |
| JPMorgan Chase & CoJPM | 22 funds | $2.5B |
| Tesla IncTSLA | 22 funds | $2.3B |
| General ElectricGE | 22 funds | $2.0B |
| Lockheed Martin CorpLMT | 22 funds | $1.6B |
| Bank Of America CorpBAC | 22 funds | $1.5B |
| Newmont CorpNEM | 22 funds | $1.5B |
| General Dynamics CorpGD | 22 funds | $1.2B |
| Advanced Micro DevicesAMD | 22 funds | $927.4M |
| Howmet Aerospace IncHWM | 22 funds | $590.1M |
| Northrop Grumman CorpNOC | 22 funds | $535.7M |
Ranked by how many of USGO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in USGO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 16, 2024 | Schmidt Laura | Director | Buy (P) | 191 | $999 |
| Aug 15, 2024 | Schmidt Laura | Director | Buy (P) | 192 | $996 |
| May 19, 2023 | GoldMining Inc. | 10% Owner | Buy (P) | 18K | $287K |
| May 11, 2023 | GoldMining Inc. | 10% Owner | Buy (P) | 3K | $44K |
| May 10, 2023 | GoldMining Inc. | 10% Owner | Buy (P) | 5K | $69K |
| May 5, 2023 | GoldMining Inc. | 10% Owner | Buy (P) | 4K | $43K |
| May 4, 2023 | GoldMining Inc. | 10% Owner | Buy (P) | 22K | $219K |
| May 3, 2023 | GoldMining Inc. | 10% Owner | Buy (P) | 5K | $46K |
| May 2, 2023 | GoldMining Inc. | 10% Owner | Buy (P) | 4K | $39K |
| May 1, 2023 | GoldMining Inc. | 10% Owner | Buy (P) | 5K | $46K |
| Apr 28, 2023 | GoldMining Inc. | 10% Owner | Buy (P) | 14K | $127K |
| Apr 28, 2023 | Bukacheva Aleksandra | Director | Buy (P) | 1K | $9K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 21 | 15 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| USGOthis pagecs | 54 funds | $6.7M |
| 90291W116*W EXP 04/24/202 | 2 funds | $503 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for USGO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/USGO/capital-change-brief"
Use Arkolith's capital_change_brief for USGO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for USGO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.