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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 2026-03-31, 1,994,594 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
32
13F filers
32
New
6
Added
14
Reduced
10
Sold out
7
Shares held by filers
1,994,594

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.437,155$7.49M0.01%+37,55013F-HRTimelineGroup
Maia Wealth LLC274,564$4.71M0.8%new13F-HRTimeline
Cambridge Investment Research Advisors,…191,272$3.28M0.01%-37,05713F-HRTimeline
Arlington Capital Management, Inc.161,794$2.77M1.56%+26,30013F-HRTimeline
Sequent Planning LLC146,781$2.52M0.61%-12,31313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC138,419$2.37M<0.01%-26,80413F-HRTimelineGroup
Cetera Investment Advisers137,825$2.36M<0.01%+39,29713F-HRTimeline
Advisory Services Network, LLC98,325$1.69M0.02%+19,00713F-HRTimeline
Integrated Wealth Concepts LLC62,598$1.07M0.01%+21,27013F-HRTimeline
MML INVESTORS SERVICES, LLC46,584$798K<0.01%-25,92313F-HRTimeline
Sigma Planning Corp45,608$782K0.02%-1,31613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,189$535K<0.01%+70413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC30,330$520K<0.01%+3,98013F-HRTimelineGroup
Capital Investment Advisory Services, L…29,564$507K0.04%-1,00013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC29,396$504K0.29%+76713F-HRTimeline
HARBOUR INVESTMENTS, INC.28,328$486K0.01%+7,75913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,027$378K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.20,165$350K0.02%+6,17313F-HRTimeline
BIP Wealth, LLC16,139$277K0.01%-4,71413F-HRTimeline
Capital Asset Advisory Services LLC13,341$233K0.01%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV12,319$214K0.08%-65213F-HRTimeline
Csenge Advisory Group10,566$181K0.01%-20613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,453$42K<0.01%+2,34713F-HRTimelineGroup
Noble Wealth Management PBC1,450$24.9K0.01%+1,25013F-HRTimeline
Financial Network Wealth Advisors LLC1,166$20K0.02%+16613F-HRTimeline
UBS Group AGin group UBS Group AG1,107$19K<0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC942$16.2K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP951$16K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC747$12.8K<0.01%+51313F-HRTimeline
Park Square Financial Group, LLC704$12.1K0.09%-1,01313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC508$9K<0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA277$4.75K<0.01%new13F-HRTimeline