LWMI
IGLD icon

Legacy Wealth Management (Idaho)’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Legacy Wealth Management (Idaho)’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 		$467K Buy
22,164
+3,783
+21% +$90.3K 0.19% 117
2026
Q1 		$469K Buy
18,381
+18,359
+83,450% +$496K 0.23% 79
2025
Q4 		$558 Buy
22
+1
+5% +$25 ﹤0.01% 814
2025
Q3 		$506 Hold
21
– – ﹤0.01% 679
2025
Q2 		$451 Buy
21
+1
+5% +$22 ﹤0.01% 661
2025
Q1 		$428 Hold
20
– – ﹤0.01% 718
2024
Q4 		$398 Sell
20
-12
-38% -$248 ﹤0.01% 683
2024
Q3 		$663 Buy
+32
New +$664 ﹤0.01% 585

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

Legacy Wealth Management (Idaho)'s IGLD Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 21% in Q2 2026, buying an estimated $90.3K and bringing the position to 22,164 shares worth $467K. The position accounts for 0.19% of the portfolio, ranked #117.

Legacy Wealth Management (Idaho) first reported a position in IGLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $469K in Q1 2026. 146 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 22,164 shares of FT Vest Gold Strategy Target Income ETF worth $467K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 3,783 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $90.3K.
  • FT Vest Gold Strategy Target Income ETF made up 0.19% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #117 holding.
  • Legacy Wealth Management (Idaho) first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Legacy Wealth Management (Idaho)'s FT Vest Gold Strategy Target Income ETF position peaked at $469K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.