Greenwood Capital Associates’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Greenwood Capital Associates’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	$870K	Buy	41,328 +20,992	+103%	+$501K	0.09%	170
2026 Q1	$519K	Buy	20,336 +4,657	+30%	+$126K	0.06%	192
2025 Q4	$392K	Buy	15,679 +3,193	+26%	+$79.8K	0.04%	218
2025 Q3	$299K	Buy	+12,486	New	+$278K	0.03%	233

Other funds holding IGLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Greenwood Capital Associates's IGLD Position: Q2 2026 in Review

Greenwood Capital Associates increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 103% in Q2 2026, buying an estimated $501K and bringing the position to 41,328 shares worth $870K. The position accounts for 0.09% of the portfolio, ranked #170.

Greenwood Capital Associates first reported a position in IGLD in Q3 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Greenwood Capital Associates held 41,328 shares of FT Vest Gold Strategy Target Income ETF worth $870K as of Q2 2026.
Greenwood Capital Associates bought 20,992 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $501K.
FT Vest Gold Strategy Target Income ETF made up 0.09% of Greenwood Capital Associates's portfolio in Q2 2026, its #170 holding.
Greenwood Capital Associates first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and has held it in 4 quarters since.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.