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

Avantax 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
2025 Q2	$2.81M	Buy	129,485 +31,382	+32%	+$677K	0.02%	647
2025 Q1	$2.06M	Sell	98,103 -50,125	-34%	-$992K	0.01%	723
2024 Q4	$2.8M	Buy	148,228 +48,560	+49%	+$1.01M	0.02%	579
2024 Q3	$2.15M	Buy	99,668 +2,591	+3%	+$53.7K	0.01%	668
2024 Q2	$1.94M	Buy	97,077 +56,513	+139%	+$1.13M	0.01%	671
2024 Q1	$799K	Buy	40,564 +6,659	+20%	+$126K	0.01%	839
2023 Q4	$652K	Buy	33,905 +13,382	+65%	+$249K	0.01%	876
2023 Q3	$372K	Buy	20,523 +6,464	+46%	+$122K	﹤0.01%	1074
2023 Q2	$269K	Buy	+14,059	New	+$276K	﹤0.01%	1244

Other funds holding IGLD

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

KAS

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

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

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's IGLD Position: Q2 2025 in Review

Avantax Advisory Services increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 32% in Q2 2025, buying an estimated $677K and bringing the position to 129,485 shares worth $2.81M. The position accounts for 0.02% of the portfolio, ranked #647.

Avantax Advisory Services first reported a position in IGLD in Q2 2023 and has held it in 9 quarters since. 75 funds tracked by Wall St. Rank hold IGLD as of Q2 2025.

Avantax Advisory Services held 129,485 shares of FT Vest Gold Strategy Target Income ETF worth $2.81M as of Q2 2025.
Avantax Advisory Services bought 31,382 FT Vest Gold Strategy Target Income ETF shares in Q2 2025, an estimated $677K.
FT Vest Gold Strategy Target Income ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #647 holding.
Avantax Advisory Services first reported a position in FT Vest Gold Strategy Target Income ETF in Q2 2023 and has held it in 9 quarters since.
75 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.