As I noted in a previous thread (http://news.ycombinator.com/item?id=2166256), Googler Amit Singhal's wording was a bit vague about whether URL trail data from things like the Google Toolbar, Analytics, Ads, or other systems ever affects rankings. (His careful wording, "put any results on Google’s results page", could mean merely that URL trail data never adds results to the set of all possible results. It could still affect rankings of pages found through other crawling.)
The use of such data is clearly allowed by Google's very broad privacy policy. I would love a clear answer from Google on this. It should be easy to give.