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 Q2	$2.12M	Buy	100,621 +18,895	+23%	+$451K	0.15%	52
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

SHP Wealth Management increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 23% in Q2 2026, buying an estimated $451K and bringing the position to 100,621 shares worth $2.12M. The position accounts for 0.15% of the portfolio, ranked #52.

SHP Wealth Management first reported a position in IGLD in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

SHP Wealth Management held 100,621 shares of FT Vest Gold Strategy Target Income ETF worth $2.12M as of Q2 2026.
SHP Wealth Management bought 18,895 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $451K.
FT Vest Gold Strategy Target Income ETF made up 0.15% of SHP Wealth Management's portfolio in Q2 2026, its #52 holding.
SHP Wealth Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2025 and has held it in 3 quarters since.
146 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.