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

Cary Street Partners’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 		$2.61M Buy
102,123
+3,034
+3% +$82K 0.06% 284
2025
Q4 		$2.48M Buy
99,089
+13,897
+16% +$347K 0.06% 300
2025
Q3 		$2.04M Buy
85,192
+16,198
+23% +$361K 0.05% 317
2025
Q2 		$1.5M Buy
68,994
+24,654
+56% +$532K 0.04% 354
2025
Q1 		$930K Buy
44,340
+11,499
+35% +$227K 0.03% 408
2024
Q4 		$620K Buy
+32,841
New +$680K 0.02% 470

Other funds holding IGLD

LPL Financial
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
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
HCM
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return