Novak & Powell Financial Services’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Novak & Powell Financial Services’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 Q1	$470K	Sell	18,400 -200	-1%	-$5.4K	0.25%	85
2025 Q4	$465K	Buy	18,600 +4,300	+30%	+$107K	0.24%	88
2025 Q3	$342K	Buy	+14,300	New	+$319K	0.18%	104

Other funds holding IGLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Novak & Powell Financial Services's IGLD Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 1.1% in Q1 2026, selling an estimated $5.4K and leaving 18,400 shares worth $470K. The position accounts for 0.25% of the portfolio, ranked #85.

Novak & Powell Financial Services first reported a position in IGLD in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold IGLD as of Q1 2026.

Novak & Powell Financial Services held 18,400 shares of FT Vest Gold Strategy Target Income ETF worth $470K as of Q1 2026.
Novak & Powell Financial Services sold 200 FT Vest Gold Strategy Target Income ETF shares in Q1 2026, an estimated $5.4K.
FT Vest Gold Strategy Target Income ETF made up 0.25% of Novak & Powell Financial Services's portfolio in Q1 2026, its #85 holding.
Novak & Powell Financial Services first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2025 and has held it in 3 quarters since.
127 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.