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

SHP 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
Q1 		$2.09M Buy
81,726
+2,018
+3% +$54.5K 0.16% 46
2025
Q4 		$1.99M Buy
+79,708
New +$1.99M 0.16% 49

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
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 $1.47B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SHP Wealth Management's IGLD Position: Q1 2026 in Review

SHP Wealth Management increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 2.5% in Q1 2026, buying an estimated $54.5K and bringing the position to 81,726 shares worth $2.09M. The position accounts for 0.16% of the portfolio, ranked #46.

SHP Wealth Management first reported a position in IGLD in Q4 2025 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold IGLD as of Q1 2026.

  • SHP Wealth Management held 81,726 shares of FT Vest Gold Strategy Target Income ETF worth $2.09M as of Q1 2026.
  • SHP Wealth Management bought 2,018 FT Vest Gold Strategy Target Income ETF shares in Q1 2026, an estimated $54.5K.
  • FT Vest Gold Strategy Target Income ETF made up 0.16% of SHP Wealth Management's portfolio in Q1 2026, its #46 holding.
  • SHP Wealth Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.