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BGLD FIRST TR EXCHANGE-TRADED FD

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VEST GOLD STRTGY (fund)

30 managers (30 13F filers) reported a position in BGLD shares at 2025-03-31, 2,709,013 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
30
13F filers
30
New
6
Added
12
Reduced
4
Sold out
5
Shares held by filers
2,709,013

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC922,046$19.4M6.97%+37,02213F-HRTimeline
Maia Wealth LLC383,282$8.1M1.84%-16,58113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.365,939$7.69M0.02%+164,87613F-HRTimelineGroup
Arlington Capital Management, Inc.179,103$3.76M2.85%+78,46913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC139,373$2.93M<0.01%+76,95713F-HRTimelineGroup
ALTFEST L J & CO INC137,158$2.88M0.36%new13F-HRTimeline
Cambridge Investment Research Advisors,…130,802$2.75M0.01%-2,22913F-HRTimeline
Advisory Services Network, LLC66,772$1.4M0.03%+28,63513F-HRTimeline
Cetera Investment Advisers55,533$1.17M<0.01%+7,21813F-HRTimeline
Sigma Planning Corp52,757$1.11M0.04%+23,81913F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC35,082$737K0.48%+2,85013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,107$696K<0.01%new13F-HR/ATimelineGroup
Capital Investment Advisory Services, L…25,675$539K0.05%013F-HRTimeline
Mission Financial Group, LLC28,615$490K0.45%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,941$482K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC19,873$418K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC15,807$332K<0.01%+49113F-HRTimeline
HARBOUR INVESTMENTS, INC.15,045$316K0.01%+4,58513F-HRTimeline
Strategic Blueprint, LLC13,939$293K0.02%+3,19513F-HRTimeline
Capital Asset Advisory Services LLC13,341$280K0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,341$280K0.01%013F-HRTimeline
Csenge Advisory Group10,398$221K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,490$220K0.03%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC10,170$214K0.03%+6,30213F-HRTimelineGroup
AE Wealth Management LLC5,125$108K<0.01%-2,50013F-HRTimeline
Park Square Financial Group, LLC2,454$51.6K0.04%-59013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC508$11K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC250$5.25K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY87$1.83K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.