Annex Advisory Services’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Annex Advisory Services’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	–	Sell	-8,667	Closed	-$221K	–	378
2026 Q1	$221K	Hold	8,667	–	–	﹤0.01%	347
2025 Q4	$217K	Hold	8,667	–	–	﹤0.01%	341
2025 Q3	$207K	Buy	+8,667	New	+$193K	﹤0.01%	303

Other funds holding IGLD

FCMA

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Annex Advisory Services's IGLD Position: Q2 2026 in Review

Annex Advisory Services sold out of FT Vest Gold Strategy Target Income ETF (IGLD) in Q2 2026, closing a stake of 8,667 shares — an estimated $221K sold.

Annex Advisory Services first reported a position in IGLD in Q3 2025 and held it in 3 quarters. The position peaked at $221K in Q1 2026. 21 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Annex Advisory Services reported no remaining FT Vest Gold Strategy Target Income ETF position as of Q2 2026 after selling out during the quarter.
Annex Advisory Services sold 8,667 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $221K.
Annex Advisory Services first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and held it in 3 quarters.
Annex Advisory Services's FT Vest Gold Strategy Target Income ETF position peaked at $221K in Q1 2026.
21 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.