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

Mission 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
Q2 		$2.97M Buy
+141,149
New +$3.37M 2.47% 5
2025
Q1 		$3.55M Buy
+138,890
New +$2.75M 3.27% 5
2021
Q4 		$3.44M Buy
+137,450
New +$2.76M 3.2% 5

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 22.96% 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

Mission Financial Group's IGLD Position: Q2 2026 in Review

Mission Financial Group opened a new position in FT Vest Gold Strategy Target Income ETF (IGLD) in Q2 2026: 141,149 shares worth $2.97M. The stake represents 2.47% of the portfolio and ranks #5 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in IGLD as recently as Q1 2025.

Mission Financial Group first reported a position in IGLD in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.55M in Q1 2025. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Mission Financial Group held 141,149 shares of FT Vest Gold Strategy Target Income ETF worth $2.97M as of Q2 2026.
  • FT Vest Gold Strategy Target Income ETF was a new Mission Financial Group position in Q2 2026.
  • FT Vest Gold Strategy Target Income ETF made up 2.47% of Mission Financial Group's portfolio in Q2 2026, its #5 holding.
  • Mission Financial Group first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2021 and has held it in 3 quarters since.
  • Mission Financial Group's FT Vest Gold Strategy Target Income ETF position peaked at $3.55M in Q1 2025.
  • 145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.