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GeoWealth Management’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-4,553
Closed -$77.9K – 860
2025
Q4 		$77.9K Sell
4,553
-14,377
-76% -$345K ﹤0.01% 729
2025
Q3 		$451K Buy
+18,930
New +$421K 0.02% 472

Other funds holding BGLD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

GeoWealth Management's BGLD Position: Q1 2026 in Review

GeoWealth Management sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q1 2026, closing a stake of 4,553 shares — an estimated $77.9K sold.

GeoWealth Management first reported a position in BGLD in Q3 2025 and held it in 2 quarters. The position peaked at $451K in Q3 2025. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

  • GeoWealth Management reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 4,553 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2026, an estimated $77.9K.
  • GeoWealth Management first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2025 and held it in 2 quarters.
  • GeoWealth Management's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $451K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.