Partners Wealth Management
UGL icon

Partners Wealth Management’s ProShares Ultra Gold UGL Stock Holding History

Partners Wealth Management’s Portfolio UGL Stock Details UGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.6M Buy
+35,032
New +$1.71M 0.17% 102
2025
Q4 		– Sell
-10,083
Closed -$464K – 123
2025
Q3 		$464K Buy
10,083
+8,129
+416% +$306K 0.46% 61
2025
Q2 		$251K Sell
1,954
-6,446
-77% -$224K 0.29% 95
2025
Q1 		$270K Buy
+8,400
New +$231K 0.31% 88

Other funds holding UGL

TAA
TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Dedeker Financial
Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return
Global Assets Advisory
Global Assets Advisory Orlando, Florida $452M AUM 21.46% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Allen Capital Group
Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return
FA
FAI Advisors Farmington Hills, Michigan $257M AUM 20.66% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Partners Wealth Management's UGL Position: Q3 2026 in Review

Partners Wealth Management opened a new position in ProShares Ultra Gold (UGL) in Q3 2026: 35,032 shares worth $1.6M. The stake represents 0.17% of the portfolio and ranks #102 among its holdings. This is a return to the name: Partners Wealth Management previously reported a position in UGL as recently as Q3 2025.

Partners Wealth Management first reported a position in UGL in Q1 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold UGL as of Q3 2026.

  • Partners Wealth Management held 35,032 shares of ProShares Ultra Gold worth $1.6M as of Q3 2026.
  • ProShares Ultra Gold was a new Partners Wealth Management position in Q3 2026.
  • ProShares Ultra Gold made up 0.17% of Partners Wealth Management's portfolio in Q3 2026, its #102 holding.
  • Partners Wealth Management first reported a position in ProShares Ultra Gold in Q1 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.