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Balboa Wealth Partners’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Balboa Wealth Partners’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
-13,955
Closed -$356K – 489
2026
Q1 		$356K Sell
13,955
-392
-3% -$10.6K 0.06% 263
2025
Q4 		$359K Sell
14,347
-610
-4% -$15.2K 0.06% 245
2025
Q3 		$358K Buy
14,957
+494
+3% +$11K 0.06% 238
2025
Q2 		$314K Buy
+14,463
New +$312K 0.06% 242

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

Balboa Wealth Partners's IGLD Position: Q2 2026 in Review

Balboa Wealth Partners sold out of FT Vest Gold Strategy Target Income ETF (IGLD) in Q2 2026, closing a stake of 13,955 shares — an estimated $356K sold.

Balboa Wealth Partners first reported a position in IGLD in Q2 2025 and held it in 4 quarters. The position peaked at $359K in Q4 2025. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Balboa Wealth Partners reported no remaining FT Vest Gold Strategy Target Income ETF position as of Q2 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 13,955 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $356K.
  • Balboa Wealth Partners first reported a position in FT Vest Gold Strategy Target Income ETF in Q2 2025 and held it in 4 quarters.
  • Balboa Wealth Partners's FT Vest Gold Strategy Target Income ETF position peaked at $359K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.