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 Q2	$508K	Buy	24,131 +213	+0.9%	+$5.08K	0.13%	179
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 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 Wealth Network's IGLD Position: Q2 2026 in Review

Independent Wealth Network increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 0.89% in Q2 2026, buying an estimated $5.08K and bringing the position to 24,131 shares worth $508K. The position accounts for 0.13% of the portfolio, ranked #179.

Independent Wealth Network first reported a position in IGLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $659K in Q3 2024. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Independent Wealth Network held 24,131 shares of FT Vest Gold Strategy Target Income ETF worth $508K as of Q2 2026.
Independent Wealth Network bought 213 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $5.08K.
FT Vest Gold Strategy Target Income ETF made up 0.13% of Independent Wealth Network's portfolio in Q2 2026, its #179 holding.
Independent Wealth Network first reported a position in FT Vest Gold Strategy Target Income ETF in Q2 2024 and has held it in 9 quarters since.
Independent Wealth Network's FT Vest Gold Strategy Target Income ETF position peaked at $659K in Q3 2024.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.