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 Q2	$12.7M	Buy	602,983 +6,760	+1%	+$161K	0.86%	26
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 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

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

TTA

Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

Hilton Capital Management's IGLD Position: Q2 2026 in Review

Hilton Capital Management increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 1.1% in Q2 2026, buying an estimated $161K and bringing the position to 602,983 shares worth $12.7M. The position accounts for 0.86% of the portfolio, ranked #26.

Hilton Capital Management first reported a position in IGLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.2M in Q1 2026. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Hilton Capital Management held 602,983 shares of FT Vest Gold Strategy Target Income ETF worth $12.7M as of Q2 2026.
Hilton Capital Management bought 6,760 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $161K.
FT Vest Gold Strategy Target Income ETF made up 0.86% of Hilton Capital Management's portfolio in Q2 2026, its #26 holding.
Hilton Capital Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and has held it in 4 quarters since.
Hilton Capital Management's FT Vest Gold Strategy Target Income ETF position peaked at $15.2M in Q1 2026.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Hilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.