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
Q2 		$63.4M Buy
3,010,754
+628,689
+26% +$15M 0.01% 890
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

Other funds holding IGLD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
TTA
Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return

LPL Financial's IGLD Position: Q2 2026 in Review

LPL Financial increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 26% in Q2 2026, buying an estimated $15M and bringing the position to 3,010,754 shares worth $63.4M. The position accounts for 0.01% of the portfolio, ranked #890.

LPL Financial first reported a position in IGLD in Q1 2023 and has held it in 11 quarters since. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • LPL Financial held 3,010,754 shares of FT Vest Gold Strategy Target Income ETF worth $63.4M as of Q2 2026.
  • LPL Financial bought 628,689 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $15M.
  • FT Vest Gold Strategy Target Income ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #890 holding.
  • LPL Financial first reported a position in FT Vest Gold Strategy Target Income ETF in Q1 2023 and has held it in 11 quarters since.
  • 145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.