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Legacy Investment Solutions’s USCF Gold Strategy Plus Income Fund USG Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$3.8M Buy
+109,347
New +$3.83M 1.98% 10
2024
Q4 		$2.47M Sell
78,252
-55,586
-42% -$1.66M 1.58% 18
2024
Q3 		$3.87M Buy
+133,838
New +$3.88M 2.25% 12

Other funds holding USG

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $688M AUM 15.3% 1-Year Est. Return

Legacy Investment Solutions's USG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in USCF Gold Strategy Plus Income Fund (USG) in Q2 2025: 109,347 shares worth $3.8M. The stake represents 1.98% of the portfolio and ranks #10 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in USG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in USG in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.87M in Q3 2024. 15 funds tracked by Wall St. Rank hold USG as of Q2 2025.

  • Legacy Investment Solutions held 109,347 shares of USCF Gold Strategy Plus Income Fund worth $3.8M as of Q2 2025.
  • USCF Gold Strategy Plus Income Fund was a new Legacy Investment Solutions position in Q2 2025.
  • USCF Gold Strategy Plus Income Fund made up 1.98% of Legacy Investment Solutions's portfolio in Q2 2025, its #10 holding.
  • Legacy Investment Solutions first reported a position in USCF Gold Strategy Plus Income Fund in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's USCF Gold Strategy Plus Income Fund position peaked at $3.87M in Q3 2024.
  • 15 funds tracked by Wall St. Rank held USCF Gold Strategy Plus Income Fund as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.