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Financial Gravity Asset Management’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Financial Gravity Asset 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
2025
Q4 		– Sell
-500
Closed -$12K – 843
2025
Q3 		$12K Buy
+500
New +$11.1K ﹤0.01% 529

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
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Gravity Asset Management's IGLD Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of FT Vest Gold Strategy Target Income ETF (IGLD) in Q4 2025, closing a stake of 500 shares — an estimated $12K sold.

Financial Gravity Asset Management first reported a position in IGLD in Q3 2025 and held it in 1 quarter. The position peaked at $12K in Q3 2025. 117 funds tracked by Wall St. Rank hold IGLD as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining FT Vest Gold Strategy Target Income ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 500 FT Vest Gold Strategy Target Income ETF shares in Q4 2025, an estimated $12K.
  • Financial Gravity Asset Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and held it in 1 quarter.
  • Financial Gravity Asset Management's FT Vest Gold Strategy Target Income ETF position peaked at $12K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.