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

Capital Investment 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
2026 Q1	$454K	Buy	17,793 +12,748	+253%	+$344K	0.03%	413
2025 Q4	$126K	Buy	5,045 +4,635	+1,130%	+$116K	0.01%	669
2025 Q3	$9.81K	Buy	410 +260	+173%	+$5.79K	﹤0.01%	965
2025 Q2	$3.26K	Hold	150	–	–	﹤0.01%	1004
2025 Q1	$3.15K	Hold	150	–	–	﹤0.01%	940
2024 Q4	$2.83K	Hold	150	–	–	﹤0.01%	877
2024 Q3	$3.24K	Hold	150	–	–	﹤0.01%	919
2024 Q2	$3K	Hold	150	–	–	﹤0.01%	901
2024 Q1	$2.95K	Hold	150	–	–	﹤0.01%	898
2023 Q4	$2.88K	Hold	150	–	–	﹤0.01%	925
2023 Q3	$2.72K	Hold	150	–	–	﹤0.01%	887
2023 Q2	$2.87K	Buy	+150	New	+$2.95K	﹤0.01%	830

Other funds holding IGLD

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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