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 Q3	$728K	Buy	35,816 +101	+0.3%	+$2.15K	0.17%	91
2026 Q2	$752K	Sell	35,715 -8,005	-18%	-$191K	0.17%	91
2026 Q1	$1.12M	Buy	43,720 +52	+0.1%	+$1.4K	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

HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

BOS Asset Management's IGLD Position: Q3 2026 in Review

BOS Asset Management increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 0.28% in Q3 2026, buying an estimated $2.15K and bringing the position to 35,816 shares worth $728K. 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 16 quarters since. The position peaked at $1.67M in Q1 2023. 35 funds tracked by Wall St. Rank hold IGLD as of Q3 2026.

BOS Asset Management held 35,816 shares of FT Vest Gold Strategy Target Income ETF worth $728K as of Q3 2026.
BOS Asset Management bought 101 FT Vest Gold Strategy Target Income ETF shares in Q3 2026, an estimated $2.15K.
FT Vest Gold Strategy Target Income ETF made up 0.17% of BOS Asset Management's portfolio in Q3 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 16 quarters since.
BOS Asset Management's FT Vest Gold Strategy Target Income ETF position peaked at $1.67M in Q1 2023.
35 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.