NFG
UGLD

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

Next Financial Group’s Portfolio UGLD Stock Details UGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-100
Closed -$10K – 2090
2015
Q1 		$10K Hold
100
– – ﹤0.01% 1265
2014
Q4 		$11K Hold
100
– – ﹤0.01% 1233
2014
Q3 		$12K Buy
+100
New +$14.9K ﹤0.01% 1697

Other funds holding UGLD

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's UGLD Position: Q2 2015 in Review

Next Financial Group sold out of VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER (UGLD) in Q2 2015, closing a stake of 100 shares — an estimated $10K sold.

Next Financial Group first reported a position in UGLD in Q3 2014 and held it in 3 quarters. The position peaked at $12K in Q3 2014. 9 funds tracked by Wall St. Rank hold UGLD as of Q2 2015.

  • Next Financial Group reported no remaining VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER position as of Q2 2015 after selling out during the quarter.
  • Next Financial Group sold 100 VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER shares in Q2 2015, an estimated $10K.
  • Next Financial Group first reported a position in VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER position peaked at $12K in Q3 2014.
  • 9 funds tracked by Wall St. Rank held VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER as of Q2 2015.

Based on Next Financial Group's 13F filing for Q2 2015, filed 29 Jul 2015.