Morgan Stanley
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Morgan Stanley’s USCF Gold Strategy Plus Income Fund USG Stock Holding History

Morgan Stanley’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 		$37 Hold
1
– – ﹤0.01% 8182
2026
Q1 		$43 Hold
1
– – ﹤0.01% 8001
2025
Q4 		$40 Hold
1
– – ﹤0.01% 7932
2025
Q3 		$45 Hold
1
– – ﹤0.01% 7883
2025
Q2 		$40 Hold
1
– – ﹤0.01% 7857
2025
Q1 		$40 Hold
1
– – ﹤0.01% 7800
2024
Q4 		$34 Buy
+1
New +$30 ﹤0.01% 7740
2024
Q2 		– Sell
-1
Closed -$29 – 7973
2024
Q1 		$29 Sell
1
-1
-50% -$25 ﹤0.01% 7647
2023
Q4 		$66 Buy
+2
New +$50 ﹤0.01% 7590

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's USG Position: Q2 2026 in Review

Morgan Stanley held its USCF Gold Strategy Plus Income Fund (USG) position steady in Q2 2026 at 1 share worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #8182.

Morgan Stanley first reported a position in USG in Q4 2023 and has held it in 9 quarters since. The position peaked at $66 in Q4 2023. 7 funds tracked by Wall St. Rank hold USG as of Q2 2026.

  • Morgan Stanley held 1 share of USCF Gold Strategy Plus Income Fund worth $37 as of Q2 2026.
  • Morgan Stanley left its USCF Gold Strategy Plus Income Fund share count unchanged in Q2 2026.
  • USCF Gold Strategy Plus Income Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8182 holding.
  • Morgan Stanley first reported a position in USCF Gold Strategy Plus Income Fund in Q4 2023 and has held it in 9 quarters since.
  • Morgan Stanley's USCF Gold Strategy Plus Income Fund position peaked at $66 in Q4 2023.
  • 7 funds tracked by Wall St. Rank held USCF Gold Strategy Plus Income Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.