IWC
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Integrated Wealth Concepts’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Integrated Wealth Concepts’s Portfolio BGLD Stock Details BGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$364K Buy
16,948
+1,141
+7% +$24.5K ﹤0.01% 1455
2025
Q1 		$332K Buy
15,807
+491
+3% +$10.3K ﹤0.01% 1350
2024
Q4 		$281K Buy
15,316
+991
+7% +$18.2K ﹤0.01% 1404
2024
Q3 		$323K Buy
+14,325
New +$323K ﹤0.01% 1291