AWA
UGLD

Arkadios Wealth Advisors’s VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER UGLD Stock Holding History

Arkadios Wealth Advisors’s Portfolio UGLD Stock Details UGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-200
Closed -$44.9K – 1534
2020
Q3 		$44.9K Hold
200
– – 0.02% 440
2020
Q2 		$41.7K Buy
200
+50
+33% +$9.31K 0.02% 401
2020
Q1 		$22.6K Buy
+150
New +$23.5K 0.01% 462

Other funds holding UGLD

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Arkadios Wealth Advisors's UGLD Position: Q4 2020 in Review

Arkadios Wealth Advisors sold out of VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER (UGLD) in Q4 2020, closing a stake of 200 shares — an estimated $44.9K sold.

Arkadios Wealth Advisors first reported a position in UGLD in Q1 2020 and held it in 3 quarters. The position peaked at $44.9K in Q3 2020. 2 funds tracked by Wall St. Rank hold UGLD as of Q4 2020.

  • Arkadios Wealth Advisors reported no remaining VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER position as of Q4 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 200 VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER shares in Q4 2020, an estimated $44.9K.
  • Arkadios Wealth Advisors first reported a position in VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER in Q1 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER position peaked at $44.9K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER as of Q4 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.