Alpine Bank Wealth Management’s USCF Gold Strategy Plus Income Fund USG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$869K Buy
27,249
+8,395
+45% +$301K 0.11% 104
2026
Q1
$697K Buy
18,854
+2,694
+17% +$104K 0.1% 98
2025
Q4
$562K Sell
16,160
-934
-5% -$38K 0.08% 101
2025
Q3
$663K Buy
17,094
+14,779
+638% +$536K 0.09% 98
2025
Q2
$80.5K Buy
+2,315
New +$81K 0.01% 210

Other funds holding USG

Alpine Bank Wealth Management's USG Position: Q2 2026 in Review

Alpine Bank Wealth Management increased its USCF Gold Strategy Plus Income Fund (USG) stake by 45% in Q2 2026, buying an estimated $301K and bringing the position to 27,249 shares worth $869K. The position accounts for 0.11% of the portfolio, ranked #104.

Alpine Bank Wealth Management first reported a position in USG in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold USG as of Q2 2026.

  • Alpine Bank Wealth Management held 27,249 shares of USCF Gold Strategy Plus Income Fund worth $869K as of Q2 2026.
  • Alpine Bank Wealth Management bought 8,395 USCF Gold Strategy Plus Income Fund shares in Q2 2026, an estimated $301K.
  • USCF Gold Strategy Plus Income Fund made up 0.11% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Alpine Bank Wealth Management first reported a position in USCF Gold Strategy Plus Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held USCF Gold Strategy Plus Income Fund as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.