HWM
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HFG Wealth Management’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

HFG Wealth Management’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 		$10.6M Sell
416,956
-4,051
-1% -$109K 5.86% 6
2025
Q4 		$10.5M Sell
421,007
-25,580
-6% -$639K 5.8% 6
2025
Q3 		$10.7M Sell
446,587
-26,001
-6% -$580K 5.81% 6
2025
Q2 		$9.91M Sell
472,588
-144
-0% -$3.11K 6.04% 6
2025
Q1 		$8.93M Sell
472,732
-55,537
-11% -$1.1M 5.41% 6
2024
Q4 		$11.4M Sell
528,269
-14,190
-3% -$294K 7.39% 4
2024
Q3 		$10.9M Hold
542,459
– – 6.92% 4
2024
Q2 		$10.9M Buy
542,459
+21,296
+4% +$427K 6.92% 4
2024
Q1 		$10.3M Buy
521,163
+31,180
+6% +$591K 6.04% 7
2023
Q4 		$9.42M Buy
+489,983
New +$9.13M 2.31% 11
2023
Q1 		$9.24M Buy
+467,484
New +$9.06M 1.92% 15

Other funds holding IGLD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B 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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return