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Cavalier Investments’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Cavalier Investments’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 		$6.82M Hold
323,655
– – 0.28% 35
2026
Q1 		$8.26M Buy
323,655
+88,308
+38% +$2.39M 0.22% 47
2025
Q4 		$5.89M Hold
235,347
– – 0.3% 43
2025
Q3 		$5.63M Buy
+235,347
New +$5.25M 0.46% 40

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
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

Cavalier Investments's IGLD Position: Q2 2026 in Review

Cavalier Investments held its FT Vest Gold Strategy Target Income ETF (IGLD) position steady in Q2 2026 at 323,655 shares worth $6.82M. The position accounts for 0.28% of the portfolio, ranked #35.

Cavalier Investments first reported a position in IGLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.26M in Q1 2026. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Cavalier Investments held 323,655 shares of FT Vest Gold Strategy Target Income ETF worth $6.82M as of Q2 2026.
  • Cavalier Investments left its FT Vest Gold Strategy Target Income ETF share count unchanged in Q2 2026.
  • FT Vest Gold Strategy Target Income ETF made up 0.28% of Cavalier Investments's portfolio in Q2 2026, its #35 holding.
  • Cavalier Investments first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Cavalier Investments's FT Vest Gold Strategy Target Income ETF position peaked at $8.26M in Q1 2026.
  • 145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.