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	$4.76M	Buy	225,819 +114,446	+103%	+$2.73M	0.02%	618
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 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

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 103% in Q2 2026, buying an estimated $2.73M and bringing the position to 225,819 shares worth $4.76M. The position accounts for 0.02% of the portfolio, ranked #618.

Integrated Wealth Concepts first reported a position in IGLD in Q3 2024 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Integrated Wealth Concepts held 225,819 shares of FT Vest Gold Strategy Target Income ETF worth $4.76M as of Q2 2026.
Integrated Wealth Concepts bought 114,446 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $2.73M.
FT Vest Gold Strategy Target Income ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #618 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.
145 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.