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 Q2	$5.07M	Sell	240,859 -176,097	-42%	-$4.2M	5.1%	7
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 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

HFG Wealth Management's IGLD Position: Q2 2026 in Review

HFG Wealth Management reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 42% in Q2 2026, selling an estimated $4.2M and leaving 240,859 shares worth $5.07M. The position accounts for 5.1% of the portfolio, ranked #7.

HFG Wealth Management first reported a position in IGLD in Q1 2023 and has held it in 12 quarters since. The position peaked at $11.4M in Q4 2024. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

HFG Wealth Management held 240,859 shares of FT Vest Gold Strategy Target Income ETF worth $5.07M as of Q2 2026.
HFG Wealth Management sold 176,097 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $4.2M.
FT Vest Gold Strategy Target Income ETF made up 5.1% of HFG Wealth Management's portfolio in Q2 2026, its #7 holding.
HFG Wealth Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q1 2023 and has held it in 12 quarters since.
HFG Wealth Management's FT Vest Gold Strategy Target Income ETF position peaked at $11.4M in Q4 2024.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.