Integrated Wealth Concepts LLC
Position in BGLD — FT Vest Gold Strategy Quarterly Buffer ETF
CIK 1737109
WALTHAM, MA
All Filings in BGLD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BGLD | $1,072,929 | 62,598 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BGLD | $707,122 | 41,328 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 BGLD | $873,723 | 36,671 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BGLD | $363,856 | 16,948 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BGLD | $332,105 | 15,807 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 BGLD | $281,125 | 15,316 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BGLD | $323,172 | 14,325 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||