HI
BGLD icon

Harbour Investments’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Harbour Investments’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 		$486K Buy
28,328
+7,759
+38% +$138K 0.01% 1071
2025
Q4 		$352K Buy
20,569
+4,427
+27% +$106K 0.01% 1003
2025
Q3 		$385K Buy
16,142
+1,379
+9% +$30.7K 0.01% 919
2025
Q2 		$317K Sell
14,763
-282
-2% -$6.02K 0.01% 967
2025
Q1 		$316K Buy
15,045
+4,585
+44% +$90.7K 0.01% 900
2024
Q4 		$192K Buy
10,460
+5,126
+96% +$110K 0.01% 1072
2024
Q3 		$120K Buy
5,334
+2,109
+65% +$45.4K ﹤0.01% 1226
2024
Q2 		$65.7K Buy
3,225
+193
+6% +$3.9K ﹤0.01% 1437
2024
Q1 		$59.8K Hold
3,032
– – ﹤0.01% 1446
2023
Q4 		$57.1K Hold
3,032
– – ﹤0.01% 1404
2023
Q3 		$57.7K Hold
3,032
– – ﹤0.01% 1289
2023
Q2 		$59.4K Sell
3,032
-2,242
-43% -$44.3K ﹤0.01% 1280
2023
Q1 		$103K Hold
5,274
– – 0.01% 1031
2022
Q4 		$96.9K Sell
5,274
-781
-13% -$13.8K 0.01% 1016
2022
Q3 		$111K Hold
6,055
– – 0.01% 921
2022
Q2 		$111K Buy
+6,055
New +$115K 0.01% 921
2021
Q4 		$84K Sell
4,442
-1,000
-18% -$18.9K 0.01% 1043
2021
Q3 		$102K Hold
5,442
– – ﹤0.01% 1362
2021
Q2 		$105K Buy
5,442
+250
+5% +$4.91K ﹤0.01% 1373
2021
Q1 		$98K Buy
+5,192
New +$100K ﹤0.01% 1308

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

Harbour Investments's BGLD Position: Q1 2026 in Review

Harbour Investments increased its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 38% in Q1 2026, buying an estimated $138K and bringing the position to 28,328 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #1071.

Harbour Investments first reported a position in BGLD in Q1 2021 and has held it in 20 quarters since. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

  • Harbour Investments held 28,328 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $486K as of Q1 2026.
  • Harbour Investments bought 7,759 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2026, an estimated $138K.
  • FT Vest Gold Strategy Quarterly Buffer ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1071 holding.
  • Harbour Investments first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q1 2021 and has held it in 20 quarters since.
  • 32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.