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

Atomi 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
2026
Q2 		– Sell
-27,174
Closed -$694K – 1297
2026
Q1 		$694K Buy
27,174
+811
+3% +$21.9K 0.02% 572
2025
Q4 		$659K Sell
26,363
-1,519
-5% -$37.9K 0.02% 572
2025
Q3 		$667K Buy
+27,882
New +$621K 0.02% 527

Other funds holding IGLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Atomi Financial Group's IGLD Position: Q2 2026 in Review

Atomi Financial Group sold out of FT Vest Gold Strategy Target Income ETF (IGLD) in Q2 2026, closing a stake of 27,174 shares — an estimated $694K sold.

Atomi Financial Group first reported a position in IGLD in Q3 2025 and held it in 3 quarters. The position peaked at $694K in Q1 2026. 146 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Atomi Financial Group reported no remaining FT Vest Gold Strategy Target Income ETF position as of Q2 2026 after selling out during the quarter.
  • Atomi Financial Group sold 27,174 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $694K.
  • Atomi Financial Group first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and held it in 3 quarters.
  • Atomi Financial Group's FT Vest Gold Strategy Target Income ETF position peaked at $694K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.