Integrated Wealth Concepts
BGL icon

Integrated Wealth Concepts’s Blue Gold Ltd BGL Stock Holding History

Integrated Wealth Concepts’s Portfolio BGL Stock Details BGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.22K Hold
25,944
– – ﹤0.01% 2400
2026
Q1 		$31.4K Buy
+25,944
New +$57.1K ﹤0.01% 2242

Other funds holding BGL

HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCA
Cygnus Capital Advisors Atlanta, Georgia $147M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rathbones Group
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Integrated Wealth Concepts's BGL Position: Q2 2026 in Review

Integrated Wealth Concepts held its Blue Gold Ltd (BGL) position steady in Q2 2026 at 25,944 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

Integrated Wealth Concepts first reported a position in BGL in Q1 2026 and has held it in 2 quarters since. The position peaked at $31.4K in Q1 2026. 17 funds tracked by Wall St. Rank hold BGL as of Q2 2026.

  • Integrated Wealth Concepts held 25,944 shares of Blue Gold Ltd worth $7.22K as of Q2 2026.
  • Integrated Wealth Concepts left its Blue Gold Ltd share count unchanged in Q2 2026.
  • Blue Gold Ltd made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2400 holding.
  • Integrated Wealth Concepts first reported a position in Blue Gold Ltd in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Blue Gold Ltd position peaked at $31.4K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Blue Gold Ltd as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.