FIRST TR EXCHANGE-TRADED FD (BGLD): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FIRST TR EXCHANGE-TRADED FD (BGLD)

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

Smart Money Signals — BGLD

Based on 33 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added BGLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% 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 — +27% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+27% 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.

🟢

More buyers than sellers — 78% buying

25 buying7 selling

Last quarter: 25 funds were net buyers (10 opened a brand new position + 15 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new BGLD position: 6 → 7 → 4 → 10. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 39% long-term, 33% new

■ 39% conviction (2yr+) ■ 27% medium ■ 33% new

Of the 33 current holders: 13 (39%) held >2 years, 9 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💎

Buying through price weakness — shares +14%, value -14%

Value

-14%

+14%

Last quarter: funds added +14% more shares while total portfolio value only changed -14%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~10 new funds/quarter

8 → 6 → 7 → 4 → 10 new funds/Q

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

🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 15% 1-2yr ■ 42% new

Of 33 current holders: 14 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds

2 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.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	33	26	26.92%
13F Shares	2M	2M	14.35%
Total Value	$32M	$37M	-14.33%
New Positions	10	4	+6
Increased Positions	15	8	+7
Closed Positions	3	7	-4
Reduced Positions	4	9	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

26.92%

13F Shares

14.35%

Total Value

$32M

$37M

-14.33%

New Positions

Increased Positions

Closed Positions

-4

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

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.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 10 institutional holders of BGLD — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Arlington Capital Management, Inc.	1.56%	161,794	$2.8M
2	Sequent Planning LLC	0.61%	146,781	$2.5M
3	SECURED RETIREMENT ADVISORS, LLC	0.29%	29,396	$504K
4	Noble Wealth Management PBC	0.01%	1,450	$25K
5	BIP Wealth, LLC	0.01%	16,139	$277K
6	Capital Asset Advisory Services LLC	0.01%	13,341	$233K
7	Cambridge Investment Research Advisors, Inc.	0.01%	191,272	$3K
8	Csenge Advisory Group	0.01%	10,566	$181K
9	PARK AVENUE SECURITIES LLC	0.00%	30,330	—
10	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	31,189	$535K

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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BGLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BGLD?

More buyers than sellers — 78% buying: Last quarter: 25 funds were net buyers (10 opened a brand new position + 15 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BGLD holders?

Smaller funds dominant — 9% AUM from top-100: 2 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?

Mixed — 39% long-term, 33% new: Of the 33 current holders: 13 (39%) held >2 years, 9 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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FIRST TR EXCHANGE-TRADED FD (BGLD)

Smart Money Signals — BGLD

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +27% more funds vs a year ago

More buyers than sellers — 78% buying

More new buyers each quarter (+6 vs last Q)

Mixed — 39% long-term, 33% new

Buying through price weakness — shares +14%, value -14%

Steady discovery — ~10 new funds/quarter

Deep conviction — 42% of holders stayed 2+ years

Smaller funds dominant — 9% AUM from top-100

Hedge Fund Ownership: BGLD

Market Analysis: BGLD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BGLD

Hedge Fund Positioning: BGLD

Statistics: BGLD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FIRST TR EXCHANGE-TRADED FD (BGLD)

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