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Global Assets Advisory’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Global Assets 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 		$305K Buy
+14,689
New +$351K 0.07% 259
2026
Q1 		– Sell
-11,827
Closed -$296K – 524
2025
Q4 		$296K Buy
11,827
+2,762
+30% +$69K 0.08% 218
2025
Q3 		$217K Buy
+9,065
New +$202K 0.06% 257

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 22.96% 1-Year Est. Return
Truist Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Global Assets Advisory's IGLD Position: Q2 2026 in Review

Global Assets Advisory opened a new position in FT Vest Gold Strategy Target Income ETF (IGLD) in Q2 2026: 14,689 shares worth $305K. The stake represents 0.07% of the portfolio and ranks #259 among its holdings. This is a return to the name: Global Assets Advisory previously reported a position in IGLD as recently as Q4 2025.

Global Assets Advisory first reported a position in IGLD in Q3 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Global Assets Advisory held 14,689 shares of FT Vest Gold Strategy Target Income ETF worth $305K as of Q2 2026.
  • FT Vest Gold Strategy Target Income ETF was a new Global Assets Advisory position in Q2 2026.
  • FT Vest Gold Strategy Target Income ETF made up 0.07% of Global Assets Advisory's portfolio in Q2 2026, its #259 holding.
  • Global Assets Advisory first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

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