U S GOLD CORP USAU
COM NEW · Common Stock · CUSIP 90291C201
- SectorMaterials
- IndustryMetal Mining
- HeadquartersElko, NV
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($29.4k this quarter). Holder counts are more reliable. Shares outstanding: 16.5m as of 2026-07-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $15.11. Options: 5 managers hold calls ($806.4k notional), 4 hold puts ($1.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 16 |
| Q4 2022 | 19 |
| Q1 2023 | 19 |
| Q2 2023 | 22 |
| Q3 2023 | 21 |
| Q4 2023 | 23 |
| Q1 2024 | 23 |
| Q2 2024 | 21 |
| Q3 2024 | 22 |
| Q4 2024 | 33 |
| Q1 2025 | 47 |
| Q2 2025 | 62 |
| Q3 2025 | 73 |
| Q4 2025 | 81 |
| Q1 2026 | 94 |
| Q2 2026 | 99 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 11 | 7 |
| Q4 2024 | 17 | 13 |
| Q1 2025 | 35 | 11 |
| Q2 2025 | 44 | 21 |
| Q3 2025 | 46 | 23 |
| Q4 2025 | 43 | 32 |
| Q1 2026 | 53 | 29 |
| Q2 2026 | 58 | 38 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $3.9m | $2.2m | 0.56 |
| Q4 2025 | $5.2m | $3.1m | 0.59 |
| Q1 2026 | $916.0k | $1.3m | 1.42 |
| Q2 2026 | $806.4k | $1.1m | 1.33 |
Biggest buyers
| FRANKLIN RESOURCES INC | New | +565.8k |
| MACKENZIE FINANCIAL CORP | Added | +229.5k |
| Philadelphia Financial Management of San Francisco, LLC | Added | +175.8k |
| BlackRock, Inc. | Added | +159.7k |
| William Mack & Associates, Inc. | New | +90.0k |
| Cambridge Investment Research Advisors, Inc. | Added | +74.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +65.0k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +54.4k |
| MANGROVE PARTNERS IM, LLC | New | +47.5k |
| AQR CAPITAL MANAGEMENT LLC | New | +38.3k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -81.1k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -45.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -37.8k |
| CITADEL ADVISORS LLC | Reduced | -33.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -31.4k |
| Quantbot Technologies LP | Reduced | -30.0k |
| MARSHALL WACE, LLP | Sold out | -24.5k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -23.8k |
| UBS Group AG | Reduced | -22.8k |
| VAN ECK ASSOCIATES CORP | Reduced | -18.6k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $341.9k22.3k shares |
| JANE STREET GROUP, LLC | New | $240.7k15.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $153.3k10.0k shares |
| GROUP ONE TRADING LLC | Reduced | $59.8k3.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $10.7k700 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $640.8k41.8k shares |
| JANE STREET GROUP, LLC | Reduced | $211.6k13.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $194.7k12.7k shares |
| SIMPLEX TRADING, LLC | Added | $24.5k1.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| AKIN THOMAS B 13G · passive investor filed 2026-02-12 | 10.5% |
| Philadelphia Financial Management of San Francisco, LLC 13G · institution +2.1 pts · filed 2026-08-14 | 8.0% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-30 | 5.3% |
| FRANKLIN RESOURCES INC 13G · institution new · filed 2026-07-28 | 5.0% |
Fell to 5% or below in the last year: AIMS Asset Management Sdn Bhd (4.4%, 2026-01-05)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $600.0k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 3 | $158.3k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-04-13 | Francis Kevin A. VP-Exploration | Bought | $1.5k100 shares |
| 2026-04-10 | FIPKE JOHANNA Director | Bought | $10.4k700 shares |
| 2026-04-08 | NORMAN LUKE ANTHONY Director · By Luke Norman Consulting Limited | Bought | $146.3k10.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Philadelphia Financial Management of San Francisco, LLC 4.82% of their portfolio | 1.1m $17.6m | Added +175.8k |
| BlackRock, Inc. 0.00% of their portfolio | 867.2k $13.3m | Added +159.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 593.0k $9.1m | Added +54.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 565.8k $8.7m | New |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 506.4k $7.8m | Added +229.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 378.5k $5.8m | Added +65.0k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 368.2k $5.6m | Reduced -18.6k |
| STATE STREET CORP 0.00% of their portfolio | 282.5k $4.3m | Added +15.0k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 133.6k $2.0m | Added +74.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 119.7k $1.8m | Added +5.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 113.2k $1.7m | Added +12.4k |
| UBS Group AG 0.00% of their portfolio | 108.1k $1.7m | Reduced -22.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 102.6k $1.6m | Added +2.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 98.7k $1.5m | Reduced -81.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 98.4k $1.5m | Reduced -37.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 96.0k $1.5m | Added +35.5k |
| William Mack & Associates, Inc. 0.00% of their portfolio | 90.0k $0 | New |
| MORGAN STANLEY 0.00% of their portfolio | 67.6k $1.0m | Reduced -5.8k |
| Nuveen, LLC 0.00% of their portfolio | 48.6k $744.9k | Added +27.5k |
| MANGROVE PARTNERS IM, LLC 0.05% of their portfolio | 47.5k $727.9k | New |
| Prospera Financial Services Inc 0.01% of their portfolio | 42.4k $650.0k | Reduced -1.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 39.9k $611.4k | Added +2.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 38.3k $586.4k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 34.8k $533.3k | Reduced -17.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 31.9k $488.7k | Added +5.8k |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 27.7k $424.8k | Added +23.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 24.0k $367.9k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 20.9k $320.9k | Reduced -33.4k |
| FMR LLC 0.00% of their portfolio | 17.8k $272.3k | Added +12.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 17.3k $264.5k | Added +7.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 16.9k $259.1k | Added +1.9k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 16.7k $256.1k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 16.6k $254.1k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 16.3k $247.6k | Added +5.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 14.3k $219.0k | Added +5.6k |
| Centiva Capital, LP 0.01% of their portfolio | 14.1k $216.4k | Added +412 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 13.7k $209.4k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 11.5k $175.6k | Reduced -1.7k |
| CoreCap Advisors, LLC 0.00% of their portfolio | 10.5k $161.3k | Reduced -4.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 10.3k $159.0k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 7.7k $117.3k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 6.7k $103.1k | Added +6.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 6.6k $100.9k | Added +269 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 6.4k $98.8k | Added +3.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 6.4k $96.5k | Added +873 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 5.8k $89.4k | Added +3.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 5.2k $79.0k | Reduced -4.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.5k $67.4k | Unchanged |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.2k $49.7k | Reduced -31.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.9k $46.0k | Added +2.4k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 2.8k $43.1k | Unchanged |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 2.7k $41.5k | New |
| Quantbot Technologies LP 0.00% of their portfolio | 2.5k $37.9k | Reduced -30.0k |
| BARCLAYS PLC 0.00% of their portfolio | 2.4k $36.7k | Reduced -298 |
| FNY Investment Advisers, LLC 0.01% of their portfolio | 2.0k $30.0k | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.6k $24.6k | Unchanged |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 1.5k $23.0k | Added +572 |
| EVOLUTION WEALTH MANAGEMENT INC. 0.01% of their portfolio | 1.4k $21.5k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 1.4k $20.8k | Added +415 |
| Legal & General Group Plc 0.00% of their portfolio | 1.3k $20.3k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.2k $18.5k | Reduced -1.2k |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 1.1k $17.6k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.1k $17.2k | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 1.1k $16.2k | Reduced -6.2k |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 1.0k $15.3k | New |
| FINANCIAL CONSULATE, INC 0.00% of their portfolio | 1.0k $15.3k | Unchanged |
| Parvin Asset Management, LLC 0.01% of their portfolio | 950 $14.6k | Reduced -325 |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 722 $11.3k | Added +721 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 700 $10.7k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 504 $7.7k | First filing |
| Parallel Advisors, LLC 0.00% of their portfolio | 410 $6.3k | New |
| STRS OHIO 0.00% of their portfolio | 400 $6.1k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 395 $6.1k | New |
| Arax Advisory Partners 0.00% of their portfolio | 373 $5.7k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 339 $5.2k | Added +260 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 309 $4.7k | Added +276 |
| IFP Advisors, Inc 0.00% of their portfolio | 242 $3.7k | Added +232 |
| GAMMA Investing LLC 0.00% of their portfolio | 209 $3.2k | Reduced -30 |
| N.E.W. Advisory Services LLC 0.00% of their portfolio | 200 $3.1k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 189 $2.9k | Reduced -535 |
| Physician Wealth Advisors, Inc. 0.00% of their portfolio | 141 $2.2k | Unchanged |
| Rialto Wealth Management, LLC 0.00% of their portfolio | 140 $2.1k | New |
| Allworth Financial LP 0.00% of their portfolio | 136 $2.1k | Added +134 |
| Fortitude Family Office, LLC 0.00% of their portfolio | 133 $2.0k | Reduced -65 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 109 $1.7k | Added +103 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 100 $1.5k | New |
| Kingdom Financial Group LLC. 0.00% of their portfolio | 100 $1.5k | Unchanged |
| VISION FINANCIAL MARKETS LLC 0.00% of their portfolio | 70 $1.1k | Unchanged |
| Essential Partners LLC 0.00% of their portfolio | 69 $1.1k | New |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 53 $812 | Added +43 |
| Sterling Capital Management LLC 0.00% of their portfolio | 50 $767 | Reduced -30 |
| North Star Investment Management Corp. 0.00% of their portfolio | 31 $475 | Added +1 |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 25 $383 | Reduced -9 |
| Arlington Trust Co LLC 0.00% of their portfolio | 17 $261 | Unchanged |
| Wealth Enhancement Trust Services, Inc. 0.00% of their portfolio | 17 $261 | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 9 $138 | New |
| Clearstead Advisors, LLC 0.00% of their portfolio | 4 $62 | New |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 2 $31 | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1 $15 | Reduced -14 |