Kingswood Wealth Advisors’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Kingswood Wealth Advisors’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	$1.36M	Buy	64,668 +11,011	+21%	+$263K	0.05%	338
2026 Q1	$1.37M	Buy	+53,657	New	+$1.45M	0.07%	301

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

Kingswood Wealth Advisors's IGLD Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 21% in Q2 2026, buying an estimated $263K and bringing the position to 64,668 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #338.

Kingswood Wealth Advisors first reported a position in IGLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.37M in Q1 2026. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Kingswood Wealth Advisors held 64,668 shares of FT Vest Gold Strategy Target Income ETF worth $1.36M as of Q2 2026.
Kingswood Wealth Advisors bought 11,011 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $263K.
FT Vest Gold Strategy Target Income ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #338 holding.
Kingswood Wealth Advisors first reported a position in FT Vest Gold Strategy Target Income ETF in Q1 2026 and has held it in 2 quarters since.
Kingswood Wealth Advisors's FT Vest Gold Strategy Target Income ETF position peaked at $1.37M in Q1 2026.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.