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Disclosery

BGLD FIRST TR EXCHANGE-TRADED FD

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VEST GOLD STRTGY (fund)

37 managers (37 13F filers) reported a position in BGLD shares at 2026-06-30, 2,159,130 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
37
13F filers
37
New
6
Added
13
Reduced
11
Sold out
4
Shares held by filers
2,159,130

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.452,638$7.37M0.01%+15,48313F-HRTimelineGroup
Sequent Planning LLC291,198$4.74M1.01%+144,41713F-HRTimeline
Maia Wealth LLC273,341$4.45M0.66%-1,22313F-HRTimeline
Cetera Investment Advisers149,754$2.44M<0.01%+11,92913F-HRTimeline
Cambridge Investment Research Advisors,…137,937$2.25M0.01%-53,33513F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC137,401$2.24M<0.01%-1,01813F-HRTimelineGroup
Advisory Services Network, LLC104,347$1.7M0.02%+6,02213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…85,085$1.39M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC56,113$914K<0.01%+9,52913F-HRTimeline
Integrated Wealth Concepts LLC56,010$912K<0.01%-6,58813F-HRTimeline
Sigma Planning Corp45,540$742K0.02%-6813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC34,453$561K<0.01%+4,12313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC31,795$518K<0.01%+60613F-HRTimeline
Mission Financial Group, LLC31,028$505K0.42%13F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC30,717$500K0.26%+1,32113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC28,945$472K0.04%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…28,064$457K0.03%-1,50013F-HRTimeline
HARBOUR INVESTMENTS, INC.27,485$448K0.01%-84313F-HRTimeline
ARQ WEALTH ADVISORS, LLC26,415$436K0.05%new13F-HRTimeline
Kovack Advisors, Inc.21,489$351K0.02%+1,32413F-HRTimeline
Capital Asset Advisory Services LLC19,394$316K0.01%+6,05313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,394$316K0.01%new13F-HRTimeline
Csenge Advisory Group18,413$300K0.01%+7,84713F-HRTimeline
Arlington Capital Management, Inc.17,422$284K0.18%-144,37213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV13,293$228K0.07%+97413F-HRTimeline
Optivise Advisory Services LLC11,147$182K0.09%new13F-HRTimeline
Regatta Research & Money Management5,202$84.7K0.08%13F-HRTimeline
Noble Wealth Management PBC1,450$23.6K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC1,166$19K0.02%013F-HRTimeline
AE Wealth Management LLC1,013$16.5K<0.01%+26613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC508$8K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP476$7.82K<0.01%-47513F-HRTimelineGroup
Integrity Financial Corp /WA277$4.51K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC100$1.63K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC56$912<0.01%13F-HRTimeline
Park Square Financial Group, LLC36$5860.01%-66813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28$457<0.01%-2,42513F-HRTimelineGroup