Exit Wealth Advisors’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Exit Wealth Advisors’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	$304K	Sell	14,438 -2,923	-17%	-$69.8K	0.14%	120
2026 Q1	$443K	Buy	17,361 +6,951	+67%	+$188K	0.23%	79
2025 Q4	$260K	Sell	10,410 -329	-3%	-$8.22K	0.15%	107
2025 Q3	$257K	Buy	+10,739	New	+$239K	0.17%	107

Other funds holding IGLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Exit Wealth Advisors's IGLD Position: Q2 2026 in Review

Exit Wealth Advisors reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 17% in Q2 2026, selling an estimated $69.8K and leaving 14,438 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #120.

Exit Wealth Advisors first reported a position in IGLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $443K in Q1 2026. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Exit Wealth Advisors held 14,438 shares of FT Vest Gold Strategy Target Income ETF worth $304K as of Q2 2026.
Exit Wealth Advisors sold 2,923 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $69.8K.
FT Vest Gold Strategy Target Income ETF made up 0.14% of Exit Wealth Advisors's portfolio in Q2 2026, its #120 holding.
Exit Wealth Advisors first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and has held it in 4 quarters since.
Exit Wealth Advisors's FT Vest Gold Strategy Target Income ETF position peaked at $443K in Q1 2026.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.