UBS Group’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

UBS Group’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	–	Sell	-1,107	Closed	-$19K	–	10455
2026 Q1	$19K	Buy	+1,107	New	+$19.7K	﹤0.01%	7977
2025 Q1	–	Sell	-1,420	Closed	-$26.1K	–	10235
2024 Q4	$26.1K	Buy	+1,420	New	+$30.5K	﹤0.01%	7714
2024 Q2	–	Sell	-6,339	Closed	-$125K	–	9526
2024 Q1	$125K	Buy	+6,339	New	+$119K	﹤0.01%	6121
2023 Q3	–	Sell	-96	Closed	-$1.88K	–	9464
2023 Q2	$1.88K	Buy	+96	New	+$1.9K	﹤0.01%	7845
2023 Q1	–	Sell	-1,270	Closed	-$23.3K	–	9614
2022 Q4	$23.3K	Sell	1,270 -4,800	-79%	-$85.1K	﹤0.01%	7492
2022 Q3	$105K	Buy	6,070 +5,918	+3,893%	+$105K	﹤0.01%	5662
2022 Q2	$3K	Buy	+152	New	+$2.88K	﹤0.01%	9285
2022 Q1	–	Sell	-55	Closed	-$1K	–	10259
2021 Q4	$1K	Buy	+55	New	+$1.04K	﹤0.01%	9954

Other funds holding BGLD

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

UBS Group's BGLD Position: Q2 2026 in Review

UBS Group sold out of FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) in Q2 2026, closing a stake of 1,107 shares — an estimated $19K sold.

UBS Group first reported a position in BGLD in Q4 2021 and held it in 8 quarters. The position peaked at $125K in Q1 2024. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

UBS Group reported no remaining FT Vest Gold Strategy Quarterly Buffer ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 1,107 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2026, an estimated $19K.
UBS Group first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q4 2021 and held it in 8 quarters.
UBS Group's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $125K in Q1 2024.
37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.