MTM Investment Management’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

MTM Investment Management’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	$1.3M	Sell	61,855 -800	-1%	-$19.1K	0.37%	71
2026 Q1	$1.6M	Sell	62,655 -400	-0.6%	-$10.8K	0.51%	53
2025 Q4	$1.58M	Sell	63,055 -75	-0.1%	-$1.87K	0.5%	51
2025 Q3	$1.51M	Hold	63,130	–	–	0.48%	55
2025 Q2	$1.37M	Hold	63,130	–	–	0.46%	54
2025 Q1	$1.31M	Hold	63,130	–	–	0.51%	51
2024 Q4	$1.19M	Sell	63,130 -1,250	-2%	-$25.9K	0.46%	60
2024 Q3	$1.39M	Sell	64,380 -1,300	-2%	-$27K	0.54%	51
2024 Q2	$1.32M	Sell	65,680 -1,000	-1%	-$20.1K	0.54%	52
2024 Q1	$1.31M	Sell	66,680 -1,400	-2%	-$26.6K	0.54%	53
2023 Q4	$1.31M	Sell	68,080 -1,250	-2%	-$23.3K	0.6%	48
2023 Q3	$1.26M	Buy	69,330 +3,550	+5%	+$67.1K	0.63%	47
2023 Q2	$1.26M	Sell	65,780 -350	-0.5%	-$6.88K	0.61%	50
2023 Q1	$1.31M	Sell	66,130 -2,845	-4%	-$55.1K	0.67%	46
2022 Q4	$1.31M	Sell	68,975 -500	-0.7%	-$9.28K	0.68%	41
2022 Q3	$1.27M	Sell	69,475 -600	-0.9%	-$11.3K	0.72%	37
2022 Q2	$1.39M	Buy	70,075 +6,245	+10%	+$128K	0.75%	38
2022 Q1	$1.36M	Hold	63,830	–	–	0.66%	43
2021 Q4	$1.3M	Buy	63,830 +40,870	+178%	+$820K	0.62%	46
2021 Q3	$455K	Buy	+22,960	New	+$463K	0.25%	102

Other funds holding IGLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

MTM Investment Management's IGLD Position: Q2 2026 in Review

MTM Investment Management reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 1.3% in Q2 2026, selling an estimated $19.1K and leaving 61,855 shares worth $1.3M. The position accounts for 0.37% of the portfolio, ranked #71.

MTM Investment Management first reported a position in IGLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.6M in Q1 2026. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

MTM Investment Management held 61,855 shares of FT Vest Gold Strategy Target Income ETF worth $1.3M as of Q2 2026.
MTM Investment Management sold 800 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $19.1K.
FT Vest Gold Strategy Target Income ETF made up 0.37% of MTM Investment Management's portfolio in Q2 2026, its #71 holding.
MTM Investment Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2021 and has held it in 20 quarters since.
MTM Investment Management's FT Vest Gold Strategy Target Income ETF position peaked at $1.6M in Q1 2026.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.