Independent Financial Group’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Independent Financial Group’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	$1.5M	Sell	71,303 -66,646	-48%	-$1.59M	0.03%	546
2026 Q1	$3.52M	Sell	137,949 -2,338	-2%	-$63.2K	0.08%	251
2025 Q4	$3.51M	Buy	140,287 +72,652	+107%	+$1.81M	0.08%	235
2025 Q3	$1.62M	Buy	67,635 +39,653	+142%	+$884K	0.04%	452
2025 Q2	$607K	Buy	+27,982	New	+$604K	0.02%	698

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

Independent Financial Group's IGLD Position: Q2 2026 in Review

Independent Financial Group reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 48% in Q2 2026, selling an estimated $1.59M and leaving 71,303 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #546.

Independent Financial Group first reported a position in IGLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.52M in Q1 2026. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Independent Financial Group held 71,303 shares of FT Vest Gold Strategy Target Income ETF worth $1.5M as of Q2 2026.
Independent Financial Group sold 66,646 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $1.59M.
FT Vest Gold Strategy Target Income ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #546 holding.
Independent Financial Group first reported a position in FT Vest Gold Strategy Target Income ETF in Q2 2025 and has held it in 5 quarters since.
Independent Financial Group's FT Vest Gold Strategy Target Income ETF position peaked at $3.52M in Q1 2026.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.