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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
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 $377B 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 $74.2B AUM 21.09% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B 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

Collaborative Wealth Management's IGLD Position: Q1 2026 in Review

Collaborative Wealth Management increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 10% in Q1 2026, buying an estimated $44.5K and bringing the position to 17,709 shares worth $452K. The position accounts for 0.21% of the portfolio, ranked #78.

Collaborative Wealth Management first reported a position in IGLD in Q4 2025 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold IGLD as of Q1 2026.

  • Collaborative Wealth Management held 17,709 shares of FT Vest Gold Strategy Target Income ETF worth $452K as of Q1 2026.
  • Collaborative Wealth Management bought 1,647 FT Vest Gold Strategy Target Income ETF shares in Q1 2026, an estimated $44.5K.
  • FT Vest Gold Strategy Target Income ETF made up 0.21% of Collaborative Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Collaborative Wealth Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.