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

Smallwood Wealth Investment 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 		$116K Buy
+5,494
New +$131K 0.05% 128

Other funds holding IGLD

Truist Financial
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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
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Smallwood Wealth Investment Management's IGLD Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in FT Vest Gold Strategy Target Income ETF (IGLD) in Q2 2026: 5,494 shares worth $116K. The stake represents 0.05% of the portfolio and ranks #128 among its holdings.

63 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Smallwood Wealth Investment Management held 5,494 shares of FT Vest Gold Strategy Target Income ETF worth $116K as of Q2 2026.
  • FT Vest Gold Strategy Target Income ETF was a new Smallwood Wealth Investment Management position in Q2 2026.
  • FT Vest Gold Strategy Target Income ETF made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #128 holding.
  • 63 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.