AE Wealth Management’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

AE Wealth Management’s Portfolio IGLD Stock Details IGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6K	Buy	+502	New	+$12K	﹤0.01%	2378
2024 Q1	–	Sell	-16,510	Closed	-$310K	–	1553
2023 Q4	$310K	Buy	+16,510	New	+$308K	﹤0.01%	1682

Other funds holding IGLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

AE Wealth Management's IGLD Position: Q2 2026 in Review

AE Wealth Management opened a new position in FT Vest Gold Strategy Target Income ETF (IGLD) in Q2 2026: 502 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #2378 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in IGLD as recently as Q4 2023.

AE Wealth Management first reported a position in IGLD in Q4 2023 and has held it in 2 quarters since. The position peaked at $310K in Q4 2023. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

AE Wealth Management held 502 shares of FT Vest Gold Strategy Target Income ETF worth $10.6K as of Q2 2026.
FT Vest Gold Strategy Target Income ETF was a new AE Wealth Management position in Q2 2026.
FT Vest Gold Strategy Target Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2378 holding.
AE Wealth Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2023 and has held it in 2 quarters since.
AE Wealth Management's FT Vest Gold Strategy Target Income ETF position peaked at $310K in Q4 2023.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.