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 Q2	$373K	Sell	17,707 -86	-0.5%	-$2.05K	0.02%	513
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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Capital Investment Advisory Services's IGLD Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 0.48% in Q2 2026, selling an estimated $2.05K and leaving 17,707 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #513.

Capital Investment Advisory Services first reported a position in IGLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $454K in Q1 2026. 146 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Capital Investment Advisory Services held 17,707 shares of FT Vest Gold Strategy Target Income ETF worth $373K as of Q2 2026.
Capital Investment Advisory Services sold 86 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $2.05K.
FT Vest Gold Strategy Target Income ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #513 holding.
Capital Investment Advisory Services first reported a position in FT Vest Gold Strategy Target Income ETF in Q2 2023 and has held it in 13 quarters since.
Capital Investment Advisory Services's FT Vest Gold Strategy Target Income ETF position peaked at $454K in Q1 2026.
146 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.