IWC
BGLD icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
62,598
+21,270
+51% +$379K 0.01% 1069
2025
Q4 		$707K Buy
41,328
+4,657
+13% +$112K 0.01% 930
2025
Q3 		$874K Buy
36,671
+19,723
+116% +$439K 0.01% 1053
2025
Q2 		$364K Buy
16,948
+1,141
+7% +$24.3K ﹤0.01% 1455
2025
Q1 		$332K Buy
15,807
+491
+3% +$9.71K ﹤0.01% 1350
2024
Q4 		$281K Buy
15,316
+991
+7% +$21.3K ﹤0.01% 1404
2024
Q3 		$323K Buy
+14,325
New +$308K ﹤0.01% 1291

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return