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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
Q2 		$392K Buy
18,600
+200
+1% +$4.77K 0.18% 111
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
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

Novak & Powell Financial Services's IGLD Position: Q2 2026 in Review

Novak & Powell Financial Services increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 1.1% in Q2 2026, buying an estimated $4.77K and bringing the position to 18,600 shares worth $392K. The position accounts for 0.18% of the portfolio, ranked #111.

Novak & Powell Financial Services first reported a position in IGLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $470K in Q1 2026. 146 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Novak & Powell Financial Services held 18,600 shares of FT Vest Gold Strategy Target Income ETF worth $392K as of Q2 2026.
  • Novak & Powell Financial Services bought 200 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $4.77K.
  • FT Vest Gold Strategy Target Income ETF made up 0.18% of Novak & Powell Financial Services's portfolio in Q2 2026, its #111 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 4 quarters since.
  • Novak & Powell Financial Services's FT Vest Gold Strategy Target Income ETF position peaked at $470K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.