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BIP Wealth’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

BIP Wealth’s Portfolio BGLD Stock Details BGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,139
Closed -$277K – 563
2026
Q1 		$277K Sell
16,139
-4,714
-23% -$84K 0.01% 385
2025
Q4 		$357K Buy
+20,853
New +$500K 0.01% 343

Other funds holding BGLD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

BIP Wealth's BGLD Position: Q2 2026 in Review

BIP Wealth sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q2 2026, closing a stake of 16,139 shares — an estimated $277K sold.

BIP Wealth first reported a position in BGLD in Q4 2025 and held it in 2 quarters. The position peaked at $357K in Q4 2025. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

  • BIP Wealth reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q2 2026 after selling out during the quarter.
  • BIP Wealth sold 16,139 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2026, an estimated $277K.
  • BIP Wealth first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2025 and held it in 2 quarters.
  • BIP Wealth's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $357K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.