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BGLD FIRST TR EXCHANGE-TRADED FD

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VEST GOLD STRTGY (fund)

32 managers (32 13F filers) reported a position in BGLD shares at 2025-06-30, 2,712,338 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
32
13F filers
32
New
7
Added
10
Reduced
9
Sold out
4
Shares held by filers
2,712,338

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Sequent Planning LLC909,844$19.5M6.19%-12,20213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.419,682$9.01M0.02%+53,74313F-HR/ATimelineGroup
Maia Wealth LLC355,219$7.63M1.45%-28,06313F-HRTimeline
Cambridge Investment Research Advisors,…263,133$5.65M0.02%+132,33113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC151,137$3.24M<0.01%+11,76413F-HRTimelineGroup
Arlington Capital Management, Inc.145,896$3.13M2.72%-33,20713F-HRTimeline
Advisory Services Network, LLC74,451$1.59M0.03%+7,67913F-HRTimeline
Cetera Investment Advisers52,746$1.13M<0.01%-2,78713F-HRTimeline
Sigma Planning Corp50,070$1.07M0.03%-2,68713F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC35,477$762K0.45%+39513F-HRTimeline
Capital Investment Advisory Services, L…32,325$694K0.06%+6,65013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,642$658K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC28,281$607K<0.01%+8,40813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,471$547K<0.01%+2,53013F-HRTimeline
FLOW TRADERS U.S. LLC22,004$472K0.02%new13F-HRTimeline
Strategic Blueprint, LLC20,142$432K0.02%+6,20313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,473$397K<0.01%-14,63413F-HRTimelineGroup
Integrated Wealth Concepts LLC16,948$364K<0.01%+1,14113F-HRTimeline
HARBOUR INVESTMENTS, INC.14,763$317K0.01%-28213F-HRTimeline
Capital Asset Advisory Services LLC13,341$289K0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,341$286K0.01%013F-HRTimeline
Csenge Advisory Group10,081$215K0.01%-31713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,634$78K<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC2,398$51.5K0.04%-5613F-HRTimeline
Financial Network Wealth Advisors LLC1,000$21.5K0.03%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC942$20.5K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC508$11K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC250$5.37K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY87$1.87K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC39$837<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT13$279<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.