Great Valley Advisor Group’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Great Valley Advisor Group’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 Q1	$1.08M	Sell	42,456 -2,291	-5%	-$61.9K	0.02%	501
2025 Q4	$1.12M	Buy	+44,747	New	+$1.12M	0.02%	460

Other funds holding IGLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Great Valley Advisor Group's IGLD Position: Q1 2026 in Review

Great Valley Advisor Group reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 5.1% in Q1 2026, selling an estimated $61.9K and leaving 42,456 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #501.

Great Valley Advisor Group first reported a position in IGLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.12M in Q4 2025. 127 funds tracked by Wall St. Rank hold IGLD as of Q1 2026.

Great Valley Advisor Group held 42,456 shares of FT Vest Gold Strategy Target Income ETF worth $1.08M as of Q1 2026.
Great Valley Advisor Group sold 2,291 FT Vest Gold Strategy Target Income ETF shares in Q1 2026, an estimated $61.9K.
FT Vest Gold Strategy Target Income ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #501 holding.
Great Valley Advisor Group first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2025 and has held it in 2 quarters since.
Great Valley Advisor Group's FT Vest Gold Strategy Target Income ETF position peaked at $1.12M in Q4 2025.
127 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.