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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$912K Sell
56,010
-6,588
-11% -$113K ﹤0.01% 1392
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 $85.1B AUM 27.35% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 11% in Q2 2026, selling an estimated $113K and leaving 56,010 shares worth $912K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Integrated Wealth Concepts first reported a position in BGLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q1 2026. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

  • Integrated Wealth Concepts held 56,010 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $912K as of Q2 2026.
  • Integrated Wealth Concepts sold 6,588 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2026, an estimated $113K.
  • FT Vest Gold Strategy Quarterly Buffer ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1392 holding.
  • Integrated Wealth Concepts first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2024 and has held it in 8 quarters since.
  • Integrated Wealth Concepts's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $1.07M in Q1 2026.
  • 37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

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