BFC Planning, Inc.’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

BFC Planning, Inc.’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	$95.8K	Buy	+4,549	New	+$109K	﹤0.01%	1261
2026 Q1	–	Sell	-2,042	Closed	-$51.1K	–	3177
2025 Q4	$51.1K	Buy	2,042 +978	+92%	+$24.4K	﹤0.01%	1363
2025 Q3	$25.5K	Hold	1,064	–	–	﹤0.01%	1461
2025 Q2	$23.1K	Hold	1,064	–	–	﹤0.01%	1430
2025 Q1	$22.3K	Sell	1,064 -1,547	-59%	-$30.6K	﹤0.01%	1413
2024 Q4	$49.3K	Buy	+2,611	New	+$54.1K	﹤0.01%	1113

Other funds holding IGLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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 38.25% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

BFC Planning, Inc.'s IGLD Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in FT Vest Gold Strategy Target Income ETF (IGLD) in Q2 2026: 4,549 shares worth $95.8K. The stake represents ﹤0.01% of the portfolio and ranks #1261 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in IGLD as recently as Q4 2025.

BFC Planning, Inc. first reported a position in IGLD in Q4 2024 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

BFC Planning, Inc. held 4,549 shares of FT Vest Gold Strategy Target Income ETF worth $95.8K as of Q2 2026.
FT Vest Gold Strategy Target Income ETF was a new BFC Planning, Inc. position in Q2 2026.
FT Vest Gold Strategy Target Income ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1261 holding.
BFC Planning, Inc. first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2024 and has held it in 6 quarters since.
147 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.