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BGLD FIRST TR EXCHANGE-TRADED FD

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VEST GOLD STRTGY (fund)

29 managers (29 13F filers) reported a position in BGLD shares at 2024-12-31, 2,277,813 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
29
13F filers
29
New
8
Added
9
Reduced
7
Sold out
7
Shares held by filers
2,277,813

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Sequent Planning LLC885,024$16.2M5.96%new13F-HRTimeline
Maia Wealth LLC399,863$7.34M1.58%+154,91813F-HRTimeline
SMART Wealth LLC221,264$4.06M1.45%-31,27813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.201,063$3.69M0.01%-15,96313F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…133,031$2.44M0.01%+113,36513F-HRTimeline
Arlington Capital Management, Inc.100,634$1.85M1.28%-2,40813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,416$1.15M<0.01%+2,71013F-HRTimelineGroup
Cetera Investment Advisers48,315$887K<0.01%+4,79913F-HRTimeline
Advisory Services Network, LLC38,137$700K0.01%+13,10613F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC32,232$592K0.34%+2,49913F-HRTimeline
Sigma Planning Corp28,938$531K0.02%+8,49113F-HRTimeline
Capital Investment Advisory Services, L…25,675$471K0.05%-99413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,565$322K<0.01%-4,25013F-HRTimelineGroup
Integrated Wealth Concepts LLC15,316$281K<0.01%+99113F-HRTimeline
Capital Asset Advisory Services LLC13,341$246K0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,341$245K0.01%new13F-HRTimeline
Strategic Blueprint, LLC10,744$197K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.10,460$192K0.01%+5,12613F-HRTimeline
AE Wealth Management LLC7,625$140K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,868$87.3K0.01%new13F-HRTimelineGroup
AlphaMark Advisors, LLC3,475$64K0.03%013F-HRTimeline
Park Square Financial Group, LLC3,044$55.9K0.04%13F-HRTimeline
UBS Group AGin group UBS Group AG1,420$26.1K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC508$9K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC250$4.59K<0.01%13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…100$1.83K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY87$1.61K<0.01%-22513F-HR/ATimelineGroup
PSI Advisors, LLC77$1.42K<0.01%-2413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.