GIA
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Gladstone Institutional Advisory’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Gladstone Institutional Advisory’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 		$1.34M Sell
63,849
-1,380
-2% -$32.9K 0.04% 361
2026
Q1 		$1.67M Buy
65,229
+37,816
+138% +$1.02M 0.06% 293
2025
Q4 		$686K Buy
+27,413
New +$685K 0.03% 434

Other funds holding IGLD

XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

Gladstone Institutional Advisory's IGLD Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 2.1% in Q2 2026, selling an estimated $32.9K and leaving 63,849 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #361.

Gladstone Institutional Advisory first reported a position in IGLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.67M in Q1 2026. 49 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Gladstone Institutional Advisory held 63,849 shares of FT Vest Gold Strategy Target Income ETF worth $1.34M as of Q2 2026.
  • Gladstone Institutional Advisory sold 1,380 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $32.9K.
  • FT Vest Gold Strategy Target Income ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #361 holding.
  • Gladstone Institutional Advisory first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Gladstone Institutional Advisory's FT Vest Gold Strategy Target Income ETF position peaked at $1.67M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.