Skip to content
Disclosery

BGLD FIRST TR EXCHANGE-TRADED FD

Follow

VEST GOLD STRTGY (fund)

34 managers (34 13F filers) reported a position in BGLD shares at 2025-12-31, 1,774,717 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
34
13F filers
34
New
7
Added
15
Reduced
5
Sold out
3
Shares held by filers
1,774,717

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.399,605$6.84M0.01%-16,93313F-HRTimelineGroup
Cambridge Investment Research Advisors,…228,329$3.91M0.01%-39,56913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC165,223$2.83M<0.01%+16,57813F-HRTimelineGroup
Sequent Planning LLC159,094$2.72M0.69%+97813F-HRTimeline
Arlington Capital Management, Inc.135,494$2.32M1.42%+38,99413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cetera Investment Advisers98,528$1.69M<0.01%+36,29913F-HRTimeline
Advisory Services Network, LLC79,318$1.36M0.02%+4,38213F-HRTimeline
MML INVESTORS SERVICES, LLC72,507$1.24M<0.01%+30,75613F-HRTimeline
NewEdge Advisors, LLC6,597$939K<0.01%new13F-HRTimeline
Sigma Planning Corp46,924$803K0.02%+11113F-HRTimeline
Split Rock Private Trading & Wealth Man…43,323$741K0.59%13F-HRTimeline
Integrated Wealth Concepts LLC41,328$707K0.01%+4,65713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,924$615K<0.01%+16,77113F-HRTimelineGroup
Capital Investment Advisory Services, L…30,564$523K0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,485$522K<0.01%+6,44013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC28,629$490K0.27%-3,76313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,350$451K<0.01%+3,59813F-HRTimelineGroup
Visionary Horizons, LLC24,053$412K0.21%new13F-HRTimeline
BIP Wealth, LLC20,853$357K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.20,569$352K0.01%+4,42713F-HRTimeline
Kovack Advisors, Inc.13,992$239K0.01%new13F-HR/ATimeline
COMPASS CAPITAL CORP /MA/ /ADV12,971$236K0.09%new13F-HRTimeline
Capital Asset Advisory Services LLC13,341$234K0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,341$228K<0.01%013F-HR/ATimeline
Csenge Advisory Group10,772$184K0.01%+74213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,228$141K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC4,553$77.9K<0.01%-14,37713F-HRTimeline
Park Square Financial Group, LLC1,717$31.5K0.19%-17313F-HRTimeline
Financial Network Wealth Advisors LLC1,000$17.1K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC508$9K<0.01%013F-HR/ATimelineGroup
AE Wealth Management LLC234$4K<0.01%+3413F-HRTimeline
Noble Wealth Management PBC200$3.42K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY106$1.83K<0.01%+1913F-HR/ATimelineGroup
Global Retirement Partners, LLC57$975<0.01%013F-HRTimeline