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Newbridge Financial Services Group’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Newbridge Financial Services 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 		$23.2K Buy
+1,100
New +$26.3K ﹤0.01% 679
2025
Q4 		– Sell
-27,882
Closed -$667K – 1317
2025
Q3 		$667K Buy
+27,882
New +$621K 0.1% 151

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

Newbridge Financial Services Group's IGLD Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in FT Vest Gold Strategy Target Income ETF (IGLD) in Q2 2026: 1,100 shares worth $23.2K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in IGLD as recently as Q3 2025.

Newbridge Financial Services Group first reported a position in IGLD in Q3 2025 and has held it in 2 quarters since. The position peaked at $667K in Q3 2025. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Newbridge Financial Services Group held 1,100 shares of FT Vest Gold Strategy Target Income ETF worth $23.2K as of Q2 2026.
  • FT Vest Gold Strategy Target Income ETF was a new Newbridge Financial Services Group position in Q2 2026.
  • FT Vest Gold Strategy Target Income ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #679 holding.
  • Newbridge Financial Services Group first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and has held it in 2 quarters since.
  • Newbridge Financial Services Group's FT Vest Gold Strategy Target Income ETF position peaked at $667K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.