Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (BGLD)

33 + Investors. Track Smart Money conviction in BGLD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — BGLD

Based on 33 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BGLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
33 hedge funds hold BGLD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

20 buying18 selling
Last quarter: 20 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 4 → 10 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 30% medium ■ 27% new
14 out of 33 hedge funds have held BGLD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~6 new funds/quarter

6 → 7 → 4 → 10 → 6 new funds/Q
New funds entering each quarter: 7 → 4 → 10 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 45% veterans vs 30% newcomers

■ 45% veterans ■ 24% 1-2yr ■ 30% new
Entry-cohort mix of 33 holders: 15 (45%) are 2+ year veterans, 8 entered 1–2 years ago, and 10 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
5 of 33 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BGLD

In 2026 Q1, 20 hedge funds were net buyers of BGLD (6 opened a new position, 14 added to an existing one), while 18 reduced or exited (11 trimmed, 7 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 33.

Hedge Fund Ownership: BGLD

How many hedge funds hold BGLD — quarterly history vs. share price
Quarterly hedge fund ownership of BGLD vs. share price

Market Analysis: BGLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BGLD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy First Tr Exchange-Traded Fd (BGLD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BGLD has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
BGLD
nan%
SPY
+13.9%

BGLD outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
BGLD
nan%
SPY
+0.2%

Since the filing became public, BGLD outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: BGLD
33 + Investors

Track Smart Money conviction in BGLD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 33 34 -2.94%
13F Shares 2M 2M 11.67%
Total Value $31M $32M -3.03%
New Positions 6 10 -4
Increased Positions 14 15 -1
Closed Positions 7 3 +4
Reduced Positions 11 5 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BGLD

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

33 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BGLD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BGLD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arlington Capital Management, Inc. 1.56% 161,794 $2.8M
2 Maia Wealth LLC 0.80% 274,564 $4.7M
3 Sequent Planning LLC 0.61% 146,781 $2.5M
4 Mission Financial Group, LLC 0.45% 28,615 $490K
5 Secured Retirement Advisors, LLC 0.29% 29,396 $504K
6 Park Square Financial Group, LLC 0.09% 704 $12K
7 Compass Capital Corp /Ma/ /Adv 0.08% 12,319 $214K
8 Capital Investment Advisory Services, LLC 0.04% 29,564 $507K
9 Advisory Services Network, LLC 0.02% 98,325 $1.7M
10 Sigma Planning Corp 0.02% 45,608 $782K
11 Financial Network Wealth Advisors LLC 0.02% 1,166 $20K
12 Kovack Advisors, Inc. 0.02% 20,165 $350K
13 Noble Wealth Management PBC 0.01% 1,450 $25K
14 BIP Wealth, LLC 0.01% 16,139 $277K
15 Osaic Holdings, INC. 0.01% 437,155 $7.5M
16 Capital Asset Advisory Services LLC 0.01% 13,341 $233K
17 Integrated Wealth Concepts LLC 0.01% 62,598 $1.1M
18 Csenge Advisory Group 0.01% 10,566 $181K
19 Harbour Investments, INC. 0.01% 28,328 $486K
20 Twin Peaks Wealth Advisors, LLC 0.00% 942 $16K
21 Cetera Investment Advisers 0.00% 137,825 $2.4M
22 Integrity Financial Corp /WA 0.00% 277 $5K
23 Mml Investors Services, LLC 0.00% 46,584 $798K
24 Commonwealth Equity Services, LLC 0.00% 31,189 $535K
25 Envestnet Asset Management Inc 0.00% 138,419 $2.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — First Tr Exchange-Traded Fd (BGLD)

What does the Smart Money Trend signal show for BGLD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BGLD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BGLD?

Slight buying edge — 53% buying: Last quarter: 20 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BGLD holders?

Smaller funds dominant — 9% AUM from top-100: 5 of 33 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BGLD?

42% of holders stayed for 2+ years: 14 out of 33 hedge funds have held BGLD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy First Tr Exchange-Traded Fd (BGLD) following the 2026 Q1 hedge fund 13F filings?

As of today, BGLD has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BGLD has gained nan% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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