SECURED RETIREMENT ADVISORS, LLC BGLD — FIRST TR EXCHANGE-TRADED FD

Ownership history in SECURED RETIREMENT ADVISORS, LLC  ·  10 quarters on record

AI Ownership Summary

SECURED RETIREMENT ADVISORS, LLC reported FIRST TR EXCHANGE-TRADED FD (BGLD) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.48% in 2024 Q3. The latest visible filing shows BGLD at 0.29% 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 SECURED RETIREMENT ADVISORS, 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 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 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 SECURED RETIREMENT ADVISORS, LLC fund profile SECURED RETIREMENT ADVISORS, LLC full holdings
How SECURED RETIREMENT ADVISORS, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 29,396 +767 +2.7% 0.29% $504K 2026-04-24 $17.27
2025 Q4 REDUCED 11.6% +0.2% ❌ 28,629 -3,763 -11.6% 0.27% $490K 2026-01-30 $17.85
2025 Q3 REDUCED 8.7% +2.9% ❌ 32,392 -3,085 -8.7% 0.43% $772K 2025-10-15 $16.90
2025 Q2 ADDED — — — 35,477 +395 +1.1% 0.45% $762K 2025-07-23 $15.32
2025 Q1 ADDED — — — 35,082 +2,850 +8.8% 0.48% $737K 2025-05-01 $14.90
2024 Q4 ADDED — — — 32,232 +2,499 +8.4% 0.34% $592K 2025-01-30 $13.58
2024 Q3 ADDED — — — 29,733 +1,448 +5.1% 0.48% $671K 2024-10-29 $13.13
2024 Q2 ADDED — — — 28,285 +4,407 +18.5% 0.45% $576K 2024-08-09 $11.85
2024 Q1 ADDED — — — 23,878 +4,058 +20.5% 0.40% $471K 2024-05-13 $11.37
2023 Q4 INITIATED — — — 19,820 — — 0.36% $373K 2024-02-16 $10.28

🏢 Other funds also holding BGLD

As of 2026 Q1 — sorted by position size

Arlington Capital Management, Inc. 3Y 7Y 1.56% Maia Wealth LLC 0.8% Sequent Planning LLC 0.61% Mission Financial Group, LLC 0.45% Park Square Financial Group, LLC 0.09% COMPASS CAPITAL CORP /MA/ /ADV 0.08% Capital Investment Advisory Services, LLC 3Y 7Y 0.04% Advisory Services Network, LLC 3Y 7Y 0.02% Sigma Planning Corp 3Y 7Y 0.02% Financial Network Wealth Advisors LLC 0.02%

FAQ About SECURED RETIREMENT ADVISORS, 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 SECURED RETIREMENT ADVISORS, LLC reported owning BGLD?

SECURED RETIREMENT ADVISORS, LLC reported BGLD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BGLD position in SECURED RETIREMENT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for BGLD was 0.48% in 2024 Q3.

What is the latest reported BGLD position on this page?

The most recent filing on this page is 2026 Q1, when SECURED RETIREMENT ADVISORS, LLC reported 29,396 shares, equal to 0.29% of portfolio, with an estimated market value of $504K.

What does the chart on this BGLD ownership page compare?

The chart compares SECURED RETIREMENT ADVISORS, 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 SECURED RETIREMENT ADVISORS, LLC time their BGLD position?

Based on 13F filing dates vs. subsequent BGLD price moves, SECURED RETIREMENT ADVISORS, LLC correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on BGLD relative to SPY over the holding period was +6.3%.

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