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

Steinberganna 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 		– Sell
-8,819
Closed -$225K – 143
2026
Q1 		$225K Sell
8,819
-170
-2% -$4.59K 0.11% 116
2025
Q4 		$225K Buy
+8,989
New +$225K 0.11% 109

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

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

Steinberganna Wealth Management sold out of FT Vest Gold Strategy Target Income ETF (IGLD) in Q2 2026, closing a stake of 8,819 shares — an estimated $225K sold.

Steinberganna Wealth Management first reported a position in IGLD in Q4 2025 and held it in 2 quarters. The position peaked at $225K in Q1 2026. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

  • Steinberganna Wealth Management reported no remaining FT Vest Gold Strategy Target Income ETF position as of Q2 2026 after selling out during the quarter.
  • Steinberganna Wealth Management sold 8,819 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $225K.
  • Steinberganna Wealth Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2025 and held it in 2 quarters.
  • Steinberganna Wealth Management's FT Vest Gold Strategy Target Income ETF position peaked at $225K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.