Creative Planning
UGLD

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

Creative Planning’s Portfolio UGLD Stock Details UGLD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
2016
Q4 		$125K Buy
2016
Q2 		– Sell
2016
Q1 		$39K Hold
2015
Q4 		$26K Hold
2015
Q3 		$31K Buy
2015
Q2 		– Sell
2015
Q1 		$38K Buy