Foundations Investment Advisors’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Foundations Investment 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	$997K	Sell	47,363 -28,130	-37%	-$671K	0.01%	574
2026 Q1	$1.93M	Sell	75,493 -1,893	-2%	-$51.1K	0.02%	383
2025 Q4	$1.94M	Buy	77,386 +8,042	+12%	+$201K	0.03%	359
2025 Q3	$1.66M	Sell	69,344 -16,317	-19%	-$364K	0.02%	347
2025 Q2	$1.86M	Sell	85,661 -8,950	-9%	-$193K	0.03%	317
2025 Q1	$1.98M	Sell	94,611 -12,919	-12%	-$256K	0.04%	294
2024 Q4	$2.03M	Buy	107,530 +6,107	+6%	+$126K	0.04%	289
2024 Q3	$2.19M	Buy	101,423 +21,324	+27%	+$442K	0.05%	258
2024 Q2	$1.6M	Buy	80,099 +21,404	+36%	+$430K	0.04%	263
2024 Q1	$1.16M	Sell	58,695 -2,988	-5%	-$56.7K	0.03%	301
2023 Q4	$1.16M	Buy	61,683 +35,873	+139%	+$669K	0.03%	288
2023 Q3	$467K	Buy	+25,810	New	+$488K	0.01%	399

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

Foundations Investment Advisors's IGLD Position: Q2 2026 in Review

Foundations Investment Advisors reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 37% in Q2 2026, selling an estimated $671K and leaving 47,363 shares worth $997K. The position accounts for 0.01% of the portfolio, ranked #574.

Foundations Investment Advisors first reported a position in IGLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.19M in Q3 2024. 146 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Foundations Investment Advisors held 47,363 shares of FT Vest Gold Strategy Target Income ETF worth $997K as of Q2 2026.
Foundations Investment Advisors sold 28,130 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $671K.
FT Vest Gold Strategy Target Income ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #574 holding.
Foundations Investment Advisors first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2023 and has held it in 12 quarters since.
Foundations Investment Advisors's FT Vest Gold Strategy Target Income ETF position peaked at $2.19M in Q3 2024.
146 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.