BOS Asset Management’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

BOS Asset Management’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	$752K	Sell	35,715 -8,005	-18%	-$191K	0.17%	91
2026 Q1	$1.12M	Buy	43,720 +52	+0.1%	+$1.41K	0.29%	64
2025 Q4	$1.09M	Hold	43,668	–	–	0.29%	63
2025 Q3	$1.05M	Hold	43,668	–	–	0.29%	64
2025 Q2	$948K	Sell	43,668 -3,140	-7%	-$67.8K	0.3%	63
2025 Q1	$982K	Hold	46,808	–	–	0.34%	55
2024 Q4	$884K	Hold	46,808	–	–	0.32%	54
2024 Q3	$1.01M	Hold	46,808	–	–	0.37%	48
2024 Q2	$937K	Sell	46,808 -2,601	-5%	-$52.2K	0.43%	47
2024 Q1	$973K	Hold	49,409	–	–	0.51%	43
2023 Q4	$950K	Sell	49,409 -17,481	-26%	-$326K	0.65%	38
2023 Q3	$1.21M	Sell	66,890 -17,697	-21%	-$334K	0.89%	29
2023 Q2	$1.62M	Hold	84,587	–	–	1.26%	20
2023 Q1	$1.67M	Hold	84,587	–	–	1.39%	20
2022 Q4	$1.61M	Buy	+84,587	New	+$1.57M	1.44%	18

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

BOS Asset Management's IGLD Position: Q2 2026 in Review

BOS Asset Management reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 18% in Q2 2026, selling an estimated $191K and leaving 35,715 shares worth $752K. The position accounts for 0.17% of the portfolio, ranked #91.

BOS Asset Management first reported a position in IGLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.67M in Q1 2023. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

BOS Asset Management held 35,715 shares of FT Vest Gold Strategy Target Income ETF worth $752K as of Q2 2026.
BOS Asset Management sold 8,005 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $191K.
FT Vest Gold Strategy Target Income ETF made up 0.17% of BOS Asset Management's portfolio in Q2 2026, its #91 holding.
BOS Asset Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2022 and has held it in 15 quarters since.
BOS Asset Management's FT Vest Gold Strategy Target Income ETF position peaked at $1.67M in Q1 2023.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.