Maia Wealth LLC BGLD — FIRST TR EXCHANGE-TRADED FD

Ownership history in Maia Wealth LLC  ·  5 quarters on record

AI Ownership Summary

Maia Wealth LLC reported FIRST TR EXCHANGE-TRADED FD (BGLD) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.84% in 2025 Q1. The latest visible filing shows BGLD at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BGLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maia Wealth LLC's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BGLD was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BGLD stock page Maia Wealth LLC fund profile Maia Wealth LLC full holdings
How Maia Wealth LLC held BGLD — position size vs. price
% of Fund (quarterly)    BGLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 274,564 -80,655 -22.7% 0.80% $4.7M 2026-05-08 $17.31
2025 Q2 REDUCED 7.3% +10.8% ❌ 355,219 -28,063 -7.3% 1.45% $7.6M 2025-08-13 $15.27
2025 Q1 REDUCED — — — 383,282 -16,581 -4.1% 1.84% $8.1M 2025-05-12 $14.93
2024 Q4 ADDED — — — 399,863 +154,918 +63.2% 1.58% $7.3M 2025-02-05 $13.78
2024 Q3 INITIATED — — — 244,945 — — 1.37% $5.5M 2024-10-30 $13.15

🏢 Other funds also holding BGLD

As of 2026 Q1 — sorted by position size

Arlington Capital Management, Inc. 3Y 7Y 1.56% Sequent Planning LLC 0.61% SECURED RETIREMENT ADVISORS, LLC 0.29% COMPASS CAPITAL CORP /MA/ /ADV 0.08% Capital Investment Advisory Services, LLC 3Y 7Y 0.04% Sigma Planning Corp 3Y 7Y 0.02% Noble Wealth Management PBC 0.01% BIP Wealth, LLC 0.01% Capital Asset Advisory Services LLC 3Y 7Y 0.01% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.01%

FAQ About Maia Wealth LLC and BGLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Maia Wealth LLC reported owning BGLD?

Maia Wealth LLC reported BGLD across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BGLD position in Maia Wealth LLC's portfolio?

The largest reported portfolio weight for BGLD was 1.84% in 2025 Q1.

What is the latest reported BGLD position on this page?

The most recent filing on this page is 2026 Q1, when Maia Wealth LLC reported 274,564 shares, equal to 0.80% of portfolio, with an estimated market value of $4.7M.

What does the chart on this BGLD ownership page compare?

The chart compares Maia Wealth LLC's quarterly BGLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Maia Wealth LLC time their BGLD position?

Based on 13F filing dates vs. subsequent BGLD price moves, Maia Wealth LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on BGLD relative to SPY over the holding period was +4.4%.

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