MARSHALL INVESTMENT MANAGEMENT, LLC USGO β€” US GOLDMINING

Ownership history in MARSHALL INVESTMENT MANAGEMENT, LLC  Β·  1 quarter on record

AI Ownership Summary

MARSHALL INVESTMENT MANAGEMENT, LLC reported US GOLDMINING (USGO) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows USGO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARSHALL INVESTMENT MANAGEMENT, LLC's position in US GOLDMINING, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

USGO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MARSHALL INVESTMENT MANAGEMENT, LLC held USGO β€” position size vs. price
% of Fund (quarterly)    USGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 100 β€” β€” 0.00% $813 2026-08-14 $8.83

FAQ About MARSHALL INVESTMENT MANAGEMENT, LLC and USGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARSHALL INVESTMENT MANAGEMENT, LLC reported owning USGO?

MARSHALL INVESTMENT MANAGEMENT, LLC reported USGO across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported USGO position in MARSHALL INVESTMENT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for USGO was 0.00% in 2026 Q2.

What is the latest reported USGO position on this page?

The most recent filing on this page is 2026 Q2, when MARSHALL INVESTMENT MANAGEMENT, LLC reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $813.

What does the chart on this USGO ownership page compare?

The chart compares MARSHALL INVESTMENT MANAGEMENT, LLC's quarterly USGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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