MFG
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Merit Financial Group’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Merit Financial Group’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 		– Sell
-9,940
Closed -$249K – 2163
2025
Q4 		$249K Buy
9,940
+520
+6% +$13K ﹤0.01% 1675
2025
Q3 		$226K Buy
+9,420
New +$210K ﹤0.01% 1600

Other funds holding IGLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 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 $79.5B AUM 27.1% 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

Merit Financial Group's IGLD Position: Q1 2026 in Review

Merit Financial Group sold out of FT Vest Gold Strategy Target Income ETF (IGLD) in Q1 2026, closing a stake of 9,940 shares — an estimated $249K sold.

Merit Financial Group first reported a position in IGLD in Q3 2025 and held it in 2 quarters. The position peaked at $249K in Q4 2025. 127 funds tracked by Wall St. Rank hold IGLD as of Q1 2026.

  • Merit Financial Group reported no remaining FT Vest Gold Strategy Target Income ETF position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 9,940 FT Vest Gold Strategy Target Income ETF shares in Q1 2026, an estimated $249K.
  • Merit Financial Group first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and held it in 2 quarters.
  • Merit Financial Group's FT Vest Gold Strategy Target Income ETF position peaked at $249K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q1 2026.

Based on Merit Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.