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Legacy Wealth Management (Idaho)’s USCF Gold Strategy Plus Income Fund USG Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-589
Closed -$21.8K – 1001
2026
Q1 		$21.8K Sell
589
-16
-3% -$619 0.01% 371
2025
Q4 		$21K Sell
605
-818
-57% -$33.3K 0.01% 318
2025
Q3 		$55.2K Sell
1,423
-107,924
-99% -$3.91M 0.03% 164
2025
Q2 		$3.8M Buy
109,347
+34,819
+47% +$1.22M 1.98% 10
2025
Q1 		$2.56M Sell
74,528
-3,724
-5% -$118K 1.81% 16
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

ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s USG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of USCF Gold Strategy Plus Income Fund (USG) in Q2 2026, closing a stake of 589 shares — an estimated $21.8K sold.

Legacy Wealth Management (Idaho) first reported a position in USG in Q3 2024 and held it in 7 quarters. The position peaked at $3.87M in Q3 2024. 7 funds tracked by Wall St. Rank hold USG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining USCF Gold Strategy Plus Income Fund position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 589 USCF Gold Strategy Plus Income Fund shares in Q2 2026, an estimated $21.8K.
  • Legacy Wealth Management (Idaho) first reported a position in USCF Gold Strategy Plus Income Fund in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s USCF Gold Strategy Plus Income Fund position peaked at $3.87M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held USCF Gold Strategy Plus Income Fund as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.