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BGLD icon

NewEdge Advisors’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

NewEdge Advisors’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 		– Sell
-6,597
Closed -$939K – 4158
2025
Q4 		$939K Buy
+6,597
New +$158K ﹤0.01% 1533
2023
Q3 		– Sell
-11,500
Closed -$225K – 3479
2023
Q2 		$225K Buy
+11,500
New +$227K ﹤0.01% 1585

Other funds holding BGLD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 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

NewEdge Advisors's BGLD Position: Q1 2026 in Review

NewEdge Advisors sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q1 2026, closing a stake of 6,597 shares — an estimated $939K sold.

NewEdge Advisors first reported a position in BGLD in Q2 2023 and held it in 2 quarters. The position peaked at $939K in Q4 2025. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

  • NewEdge Advisors reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 6,597 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2026, an estimated $939K.
  • NewEdge Advisors first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q2 2023 and held it in 2 quarters.
  • NewEdge Advisors's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $939K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.