CWM
IGLD icon

Collaborative Wealth Management’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Collaborative Wealth 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 		$471K Buy
22,366
+4,657
+26% +$111K 0.2% 74
2026
Q1 		$452K Buy
17,709
+1,647
+10% +$44.5K 0.21% 78
2025
Q4 		$402K Buy
+16,062
New +$401K 0.14% 133

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
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

Collaborative Wealth Management's IGLD Position: Q2 2026 in Review

Collaborative Wealth Management increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 26% in Q2 2026, buying an estimated $111K and bringing the position to 22,366 shares worth $471K. The position accounts for 0.2% of the portfolio, ranked #74.

Collaborative Wealth Management first reported a position in IGLD in Q4 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Collaborative Wealth Management held 22,366 shares of FT Vest Gold Strategy Target Income ETF worth $471K as of Q2 2026.
  • Collaborative Wealth Management bought 4,657 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $111K.
  • FT Vest Gold Strategy Target Income ETF made up 0.2% of Collaborative Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Collaborative Wealth Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.