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Cary Street Partners Investment Advisory’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Cary Street Partners Investment Advisory’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
2024
Q4 		– Sell
-10,754
Closed -$232K – 622
2024
Q3 		$232K Buy
+10,754
New +$223K 0.01% 684

Other funds holding IGLD

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Cary Street Partners Investment Advisory's IGLD Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of FT Vest Gold Strategy Target Income ETF (IGLD) in Q4 2024, closing a stake of 10,754 shares — an estimated $232K sold.

Cary Street Partners Investment Advisory first reported a position in IGLD in Q3 2024 and held it in 1 quarter. The position peaked at $232K in Q3 2024. 67 funds tracked by Wall St. Rank hold IGLD as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining FT Vest Gold Strategy Target Income ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 10,754 FT Vest Gold Strategy Target Income ETF shares in Q4 2024, an estimated $232K.
  • Cary Street Partners Investment Advisory first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's FT Vest Gold Strategy Target Income ETF position peaked at $232K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.