Northcape Wealth Management’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Northcape Wealth 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	$946K	Buy	44,908 +641	+1%	+$15.3K	0.25%	78
2026 Q1	$1.13M	Buy	44,267 +2,048	+5%	+$55.3K	0.31%	69
2025 Q4	$1.06M	Sell	42,219 -1,078	-2%	-$26.9K	0.3%	75
2025 Q3	$1.04M	Buy	43,297 +374	+0.9%	+$8.34K	0.3%	72
2025 Q2	$932K	Sell	42,923 -1,400	-3%	-$30.2K	0.28%	74
2025 Q1	$929K	Sell	44,323 -140	-0.3%	-$2.77K	0.3%	71
2024 Q4	$839K	Sell	44,463 -1,008	-2%	-$20.9K	0.27%	72
2024 Q3	$981K	Sell	45,471 -73	-0.2%	-$1.51K	0.32%	70
2024 Q2	$912K	Sell	45,544 -7,600	-14%	-$153K	0.33%	71
2024 Q1	$1.05M	Buy	53,144 +4,209	+9%	+$79.8K	0.38%	69
2023 Q4	$941K	Buy	48,935 +4,098	+9%	+$76.4K	0.34%	70
2023 Q3	$812K	Buy	44,837 +20,000	+81%	+$378K	0.31%	76
2023 Q2	$475K	Buy	+24,837	New	+$488K	0.17%	101

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

Northcape Wealth Management's IGLD Position: Q2 2026 in Review

Northcape Wealth Management increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 1.4% in Q2 2026, buying an estimated $15.3K and bringing the position to 44,908 shares worth $946K. The position accounts for 0.25% of the portfolio, ranked #78.

Northcape Wealth Management first reported a position in IGLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.13M in Q1 2026. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Northcape Wealth Management held 44,908 shares of FT Vest Gold Strategy Target Income ETF worth $946K as of Q2 2026.
Northcape Wealth Management bought 641 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $15.3K.
FT Vest Gold Strategy Target Income ETF made up 0.25% of Northcape Wealth Management's portfolio in Q2 2026, its #78 holding.
Northcape Wealth Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q2 2023 and has held it in 13 quarters since.
Northcape Wealth Management's FT Vest Gold Strategy Target Income ETF position peaked at $1.13M in Q1 2026.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.