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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
Q2 		$622K Sell
29,553
-12,903
-30% -$308K 0.01% 648
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Great Valley Advisor Group's IGLD Position: Q2 2026 in Review

Great Valley Advisor Group reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 30% in Q2 2026, selling an estimated $308K and leaving 29,553 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #648.

Great Valley Advisor Group first reported a position in IGLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 146 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Great Valley Advisor Group held 29,553 shares of FT Vest Gold Strategy Target Income ETF worth $622K as of Q2 2026.
  • Great Valley Advisor Group sold 12,903 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $308K.
  • FT Vest Gold Strategy Target Income ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #648 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 3 quarters since.
  • Great Valley Advisor Group's FT Vest Gold Strategy Target Income ETF position peaked at $1.12M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.