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Jaffetilchin Investment Partners’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-27,225
Closed -$587K – 796
2024
Q3 		$587K Buy
+27,225
New +$565K 0.04% 203
2024
Q1 		– Sell
-10,617
Closed -$204K – 377
2023
Q4 		$204K Sell
10,617
-3,680
-26% -$68.6K 0.02% 330
2023
Q3 		$259K Buy
+14,297
New +$270K 0.03% 286

Other funds holding IGLD

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Jaffetilchin Investment Partners's IGLD Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of FT Vest Gold Strategy Target Income ETF (IGLD) in Q4 2024, closing a stake of 27,225 shares — an estimated $587K sold.

Jaffetilchin Investment Partners first reported a position in IGLD in Q3 2023 and held it in 3 quarters. The position peaked at $587K in Q3 2024. 67 funds tracked by Wall St. Rank hold IGLD as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining FT Vest Gold Strategy Target Income ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 27,225 FT Vest Gold Strategy Target Income ETF shares in Q4 2024, an estimated $587K.
  • Jaffetilchin Investment Partners first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2023 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's FT Vest Gold Strategy Target Income ETF position peaked at $587K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.