IWN
IGLD icon

Independent Wealth Network’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Independent Wealth Network’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 		$611K Buy
23,918
+1,577
+7% +$42.6K 0.18% 142
2025
Q4 		$559K Sell
22,341
-851
-4% -$21.3K 0.17% 133
2025
Q3 		$555K Buy
23,192
+1,530
+7% +$34.1K 0.18% 135
2025
Q2 		$470K Buy
21,662
+162
+0.8% +$3.5K 0.17% 144
2025
Q1 		$451K Sell
21,500
-928
-4% -$18.4K 0.18% 136
2024
Q4 		$423K Sell
22,428
-8,116
-27% -$168K 0.17% 142
2024
Q3 		$659K Buy
30,544
+13,335
+77% +$277K 0.29% 88
2024
Q2 		$345K Buy
+17,209
New +$345K 0.16% 148

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