SRA
BGLD icon

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

Secured Retirement 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 		$504K Buy
29,396
+767
+3% +$13.7K 0.29% 105
2025
Q4 		$490K Sell
28,629
-3,763
-12% -$90.2K 0.27% 98
2025
Q3 		$772K Sell
32,392
-3,085
-9% -$68.7K 0.43% 87
2025
Q2 		$762K Buy
35,477
+395
+1% +$8.43K 0.45% 87
2025
Q1 		$737K Buy
35,082
+2,850
+9% +$56.4K 0.48% 88
2024
Q4 		$592K Buy
32,232
+2,499
+8% +$53.7K 0.34% 103
2024
Q3 		$671K Buy
29,733
+1,448
+5% +$31.2K 0.48% 69
2024
Q2 		$576K Buy
28,285
+4,407
+18% +$89.1K 0.45% 66
2024
Q1 		$471K Buy
23,878
+4,058
+20% +$76.3K 0.4% 72
2023
Q4 		$373K Buy
+19,820
New +$385K 0.36% 76

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
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