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Calton & Associates’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Calton & Associates’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
-8,576
Closed -$219K – 447
2026
Q1 		$219K Buy
8,576
+279
+3% +$7.54K 0.03% 403
2025
Q4 		$207K Sell
8,297
-381
-4% -$9.52K 0.03% 419
2025
Q3 		$208K Buy
+8,678
New +$193K 0.03% 397

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

Calton & Associates's IGLD Position: Q2 2026 in Review

Calton & Associates sold out of FT Vest Gold Strategy Target Income ETF (IGLD) in Q2 2026, closing a stake of 8,576 shares — an estimated $219K sold.

Calton & Associates first reported a position in IGLD in Q3 2025 and held it in 3 quarters. The position peaked at $219K in Q1 2026. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Calton & Associates reported no remaining FT Vest Gold Strategy Target Income ETF position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 8,576 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $219K.
  • Calton & Associates first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and held it in 3 quarters.
  • Calton & Associates's FT Vest Gold Strategy Target Income ETF position peaked at $219K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.