WA
UGLD

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

WFG Advisors’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
Q4 		– Sell
-5
Closed – – 1768
2015
Q3 		$0 Sell
5
-272
-98% -$24.7K ﹤0.01% 1820
2015
Q2 		$29K Sell
277
-18
-6% -$2K 0.01% 883
2015
Q1 		$32K Buy
+295
New +$35.9K 0.01% 856

Other funds holding UGLD

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WFG Advisors's UGLD Position: Q4 2015 in Review

WFG Advisors sold out of VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER (UGLD) in Q4 2015, closing a stake of 5 shares.

WFG Advisors first reported a position in UGLD in Q1 2015 and held it in 3 quarters. The position peaked at $32K in Q1 2015. 6 funds tracked by Wall St. Rank hold UGLD as of Q4 2015.

  • WFG Advisors reported no remaining VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 5 VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER shares in Q4 2015.
  • WFG Advisors first reported a position in VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER in Q1 2015 and held it in 3 quarters.
  • WFG Advisors's VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER position peaked at $32K in Q1 2015.
  • 6 funds tracked by Wall St. Rank held VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.