Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s USCF Gold Strategy Plus Income Fund USG Stock Holding History

Cambridge Investment Research Advisors’s Portfolio USG Stock Details USG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$704K Buy
19,051
+2,930
+18% +$113K ﹤0.01% 2491
2025
Q4 		$560K Buy
16,121
+7,783
+93% +$317K ﹤0.01% 2608
2025
Q3 		$324K Buy
+8,338
New +$302K ﹤0.01% 3058

Other funds holding USG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PWAM
Papamarkou Wellner Asset Management New York $164M AUM 25.23% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors's USG Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its USCF Gold Strategy Plus Income Fund (USG) stake by 18% in Q1 2026, buying an estimated $113K and bringing the position to 19,051 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #2491.

Cambridge Investment Research Advisors first reported a position in USG in Q3 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold USG as of Q1 2026.

  • Cambridge Investment Research Advisors held 19,051 shares of USCF Gold Strategy Plus Income Fund worth $704K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 2,930 USCF Gold Strategy Plus Income Fund shares in Q1 2026, an estimated $113K.
  • USCF Gold Strategy Plus Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2491 holding.
  • Cambridge Investment Research Advisors first reported a position in USCF Gold Strategy Plus Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held USCF Gold Strategy Plus Income Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.