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Integrated Wealth Concepts’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Integrated Wealth Concepts’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 		$4.6M Buy
218,594
+107,221
+96% +$2.56M 0.03% 515
2026
Q1 		$2.84M Buy
111,373
+51,504
+86% +$1.39M 0.02% 628
2025
Q4 		$1.5M Buy
59,869
+16,818
+39% +$420K 0.02% 613
2025
Q3 		$1.03M Buy
43,051
+9,853
+30% +$220K 0.01% 964
2025
Q2 		$721K Buy
33,198
+700
+2% +$15.1K 0.01% 1082
2025
Q1 		$681K Buy
32,498
+2,637
+9% +$52.2K 0.01% 1007
2024
Q4 		$564K Buy
29,861
+13,840
+86% +$287K 0.01% 1079
2024
Q3 		$346K Buy
+16,021
New +$332K ﹤0.01% 1249

Other funds holding IGLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Integrated Wealth Concepts's IGLD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 96% in Q2 2026, buying an estimated $2.56M and bringing the position to 218,594 shares worth $4.6M. The position accounts for 0.03% of the portfolio, ranked #515.

Integrated Wealth Concepts first reported a position in IGLD in Q3 2024 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Integrated Wealth Concepts held 218,594 shares of FT Vest Gold Strategy Target Income ETF worth $4.6M as of Q2 2026.
  • Integrated Wealth Concepts bought 107,221 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $2.56M.
  • FT Vest Gold Strategy Target Income ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #515 holding.
  • Integrated Wealth Concepts first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 146 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.