SRPTWM
BGLD icon

Split Rock Private Trading & Wealth Management’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Split Rock Private Trading & Wealth Management’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
-43,323
Closed -$741K – 47
2025
Q4 		$741K Buy
+43,323
New +$1.04M 0.59% 18

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 $44.6B AUM 28.94% 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 $424B AUM 22.96% 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

Split Rock Private Trading & Wealth Management's BGLD Position: Q1 2026 in Review

Split Rock Private Trading & Wealth Management sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q1 2026, closing a stake of 43,323 shares — an estimated $741K sold.

Split Rock Private Trading & Wealth Management first reported a position in BGLD in Q4 2025 and held it in 1 quarter. The position peaked at $741K in Q4 2025. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

  • Split Rock Private Trading & Wealth Management reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q1 2026 after selling out during the quarter.
  • Split Rock Private Trading & Wealth Management sold 43,323 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2026, an estimated $741K.
  • Split Rock Private Trading & Wealth Management first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2025 and held it in 1 quarter.
  • Split Rock Private Trading & Wealth Management's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $741K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.