CCFM
IGLD icon

Clear Creek Financial Management’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Clear Creek Financial Management’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 		$1.06M Buy
50,554
+10,211
+25% +$244K 0.07% 265
2026
Q1 		$1.03M Buy
40,343
+18,248
+83% +$493K 0.08% 251
2025
Q4 		$553K Buy
22,095
+1,575
+8% +$39.3K 0.05% 360
2025
Q3 		$491K Buy
+20,520
New +$457K 0.04% 368

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 22.9% 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
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Clear Creek Financial Management's IGLD Position: Q2 2026 in Review

Clear Creek Financial Management increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 25% in Q2 2026, buying an estimated $244K and bringing the position to 50,554 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #265.

Clear Creek Financial Management first reported a position in IGLD in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Clear Creek Financial Management held 50,554 shares of FT Vest Gold Strategy Target Income ETF worth $1.06M as of Q2 2026.
  • Clear Creek Financial Management bought 10,211 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $244K.
  • FT Vest Gold Strategy Target Income ETF made up 0.07% of Clear Creek Financial Management's portfolio in Q2 2026, its #265 holding.
  • Clear Creek Financial Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.