Mutual Advisors’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Mutual Advisors’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	$1.52M	Buy	72,221 +19,702	+38%	+$470K	0.03%	498
2026 Q1	$1.34M	Buy	52,519 +11,558	+28%	+$312K	0.03%	487
2025 Q4	$1.02M	Buy	40,961 +17,393	+74%	+$434K	0.02%	569
2025 Q3	$589K	Sell	23,568 -76,116	-76%	-$1.7M	0.01%	781
2025 Q2	$2.18M	Buy	99,684 +78,714	+375%	+$1.7M	0.05%	300
2025 Q1	$457K	Sell	20,970 -103	-0.5%	-$2.04K	0.01%	751
2024 Q4	$404K	Buy	21,073 +75	+0.4%	+$1.55K	0.01%	782
2024 Q3	$464K	Buy	20,998 +5,834	+38%	+$121K	0.01%	737
2024 Q2	$309K	Buy	15,164 +50	+0.3%	+$1K	0.01%	870
2024 Q1	$298K	Buy	15,114 +485	+3%	+$9.2K	0.01%	869
2023 Q4	$281K	Sell	14,629 -2,000	-12%	-$37.3K	0.01%	838
2023 Q3	$301K	Sell	16,629 -46,715	-74%	-$883K	0.01%	773
2023 Q2	$1.21M	Sell	63,344 -490	-0.8%	-$9.63K	0.05%	380
2023 Q1	$1.26M	Sell	63,834 -650	-1%	-$12.6K	0.05%	358
2022 Q4	$1.23M	Sell	64,484 -1,050	-2%	-$19.5K	0.05%	352
2022 Q3	$1.19M	Buy	65,534 +960	+1%	+$18.1K	0.06%	326
2022 Q2	$1.28M	Buy	64,574 +30,243	+88%	+$622K	0.08%	278
2022 Q1	$732K	Buy	34,331 +11,355	+49%	+$235K	0.04%	468
2021 Q4	$468K	Buy	+22,976	New	+$461K	0.02%	600

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

Mutual Advisors's IGLD Position: Q2 2026 in Review

Mutual Advisors increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 38% in Q2 2026, buying an estimated $470K and bringing the position to 72,221 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #498.

Mutual Advisors first reported a position in IGLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.18M in Q2 2025. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Mutual Advisors held 72,221 shares of FT Vest Gold Strategy Target Income ETF worth $1.52M as of Q2 2026.
Mutual Advisors bought 19,702 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $470K.
FT Vest Gold Strategy Target Income ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #498 holding.
Mutual Advisors first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2021 and has held it in 19 quarters since.
Mutual Advisors's FT Vest Gold Strategy Target Income ETF position peaked at $2.18M in Q2 2025.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.