Allied Private Wealth’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Allied Private Wealth’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	$184K	Buy	+8,806	New	+$210K	0.12%	122

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

Allied Private Wealth's IGLD Position: Q2 2026 in Review

Allied Private Wealth opened a new position in FT Vest Gold Strategy Target Income ETF (IGLD) in Q2 2026: 8,806 shares worth $184K. The stake represents 0.12% of the portfolio and ranks #122 among its holdings.

145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Allied Private Wealth held 8,806 shares of FT Vest Gold Strategy Target Income ETF worth $184K as of Q2 2026.
FT Vest Gold Strategy Target Income ETF was a new Allied Private Wealth position in Q2 2026.
FT Vest Gold Strategy Target Income ETF made up 0.12% of Allied Private Wealth's portfolio in Q2 2026, its #122 holding.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.