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Albion Financial Group’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Albion Financial Group’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
2025
Q1 		– Sell
-139
Closed -$2.63K – 645
2024
Q4 		$2.63K Buy
+139
New +$2.88K ﹤0.01% 534

Other funds holding IGLD

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
MFG
Mission Financial Group Las Vegas, Nevada $121M AUM

Albion Financial Group's IGLD Position: Q1 2025 in Review

Albion Financial Group sold out of FT Vest Gold Strategy Target Income ETF (IGLD) in Q1 2025, closing a stake of 139 shares — an estimated $2.63K sold.

Albion Financial Group first reported a position in IGLD in Q4 2024 and held it in 1 quarter. The position peaked at $2.63K in Q4 2024. 67 funds tracked by Wall St. Rank hold IGLD as of Q1 2025.

  • Albion Financial Group reported no remaining FT Vest Gold Strategy Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 139 FT Vest Gold Strategy Target Income ETF shares in Q1 2025, an estimated $2.63K.
  • Albion Financial Group first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2024 and held it in 1 quarter.
  • Albion Financial Group's FT Vest Gold Strategy Target Income ETF position peaked at $2.63K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.