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Hilton Capital Management’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Hilton Capital 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 		$15.2M Sell
596,223
-7,263
-1% -$196K 1.15% 18
2025
Q4 		$15.1M Buy
603,486
+369,130
+158% +$9.22M 1.14% 20
2025
Q3 		$5.61M Buy
+234,356
New +$5.22M 0.45% 57

Other funds holding IGLD

LPL Financial
LPL Financial San Diego, California $377B 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 $74.2B 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
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
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Hilton Capital Management's IGLD Position: Q1 2026 in Review

Hilton Capital Management reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 1.2% in Q1 2026, selling an estimated $196K and leaving 596,223 shares worth $15.2M. The position accounts for 1.15% of the portfolio, ranked #18.

Hilton Capital Management first reported a position in IGLD in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold IGLD as of Q1 2026.

  • Hilton Capital Management held 596,223 shares of FT Vest Gold Strategy Target Income ETF worth $15.2M as of Q1 2026.
  • Hilton Capital Management sold 7,263 FT Vest Gold Strategy Target Income ETF shares in Q1 2026, an estimated $196K.
  • FT Vest Gold Strategy Target Income ETF made up 1.15% of Hilton Capital Management's portfolio in Q1 2026, its #18 holding.
  • Hilton Capital Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q1 2026.

Based on Hilton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.