LPL Financial
IGLD icon

LPL Financial’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

LPL Financial’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
Q1 		$60.8M Buy
2,382,065
+859,660
+56% +$23.2M 0.02% 818
2025
Q4 		$38.1M Buy
1,522,405
+405,522
+36% +$10.1M 0.01% 1017
2025
Q3 		$26.7M Buy
1,116,883
+697,116
+166% +$15.5M 0.01% 1180
2025
Q2 		$9.11M Buy
419,767
+382,713
+1,033% +$8.26M ﹤0.01% 1810
2025
Q1 		$777K Buy
37,054
+21,213
+134% +$420K ﹤0.01% 3767
2024
Q4 		$299K Sell
15,841
-61,958
-80% -$1.28M ﹤0.01% 4527
2024
Q3 		$1.68M Buy
77,799
+11,447
+17% +$237K ﹤0.01% 2898
2024
Q2 		$1.33M Buy
+66,352
New +$1.33M ﹤0.01% 2979
2023
Q4 		– Sell
-10,684
Closed -$193K – 4842
2023
Q3 		$193K Buy
+10,684
New +$202K ﹤0.01% 4259
2023
Q2 		– Sell
-11,249
Closed -$222K – 4633
2023
Q1 		$222K Buy
+11,249
New +$218K ﹤0.01% 3962

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Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return