PVI
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Pine Valley Investments’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Pine Valley Investments’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 		$470K Sell
22,322
-938
-4% -$22.4K 0.02% 405
2026
Q1 		$594K Buy
23,260
+940
+4% +$25.4K 0.03% 355
2025
Q4 		$558K Buy
22,320
+363
+2% +$9.07K 0.03% 347
2025
Q3 		$526K Buy
21,957
+749
+4% +$16.7K 0.03% 349
2025
Q2 		$460K Buy
21,208
+577
+3% +$12.5K 0.03% 355
2025
Q1 		$433K Buy
20,631
+993
+5% +$19.6K 0.03% 359
2024
Q4 		$371K Buy
19,638
+6,750
+52% +$140K 0.02% 383
2024
Q3 		$278K Sell
12,888
-362
-3% -$7.51K 0.02% 426
2024
Q2 		$265K Buy
+13,250
New +$266K 0.02% 410

Other funds holding IGLD

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
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
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Pine Valley Investments's IGLD Position: Q2 2026 in Review

Pine Valley Investments reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 4% in Q2 2026, selling an estimated $22.4K and leaving 22,322 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #405.

Pine Valley Investments first reported a position in IGLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $594K in Q1 2026. 83 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Pine Valley Investments held 22,322 shares of FT Vest Gold Strategy Target Income ETF worth $470K as of Q2 2026.
  • Pine Valley Investments sold 938 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $22.4K.
  • FT Vest Gold Strategy Target Income ETF made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #405 holding.
  • Pine Valley Investments first reported a position in FT Vest Gold Strategy Target Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Pine Valley Investments's FT Vest Gold Strategy Target Income ETF position peaked at $594K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.