Institutional Ownership Uscf ETF Tr Gold Strategy Plus (GLDX)
This table provides information about the institutional ownership of Uscf ETF Tr Gold Strategy Plus (GLDX). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 194,462 shares, which have been reported (via 13F filing form) to have a value of $6.76 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
78,252
shares
|
$2.75 Million
1.66% of portfolio
|
Q4 2024
Reduced 41.53%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
74,528
shares
|
$2.62 Million
1.81% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
15,328
shares
|
$539,239
0.0% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
13,372
shares
|
$470,426
0.14% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,399
shares
|
$225,116
0.01% of portfolio
|
Q1 2025
Reduced 68.58%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
3,978
shares
|
$139,946
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
2,315
shares
|
$81,441
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
200
shares
|
$7,036
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
89
shares
|
$3,131
0.0% of portfolio
|
Q1 2025
Reduced 91.62%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$35
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Belvedere Trading LLC
|
May 09, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|