Steward Partners Investment Advisory’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

Steward Partners Investment Advisory’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	$221K	Buy	10,517 +9,626	+1,080%	+$230K	﹤0.01%	2175
2026 Q1	$22.7K	Buy	891 +523	+142%	+$14.1K	﹤0.01%	3167
2025 Q4	$9.2K	Buy	+368	New	+$9.19K	﹤0.01%	3475
2023 Q3	–	Sell	-2,000	Closed	-$38.3K	–	3414
2023 Q2	$38.3K	Buy	+2,000	New	+$39.3K	﹤0.01%	1994

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

Steward Partners Investment Advisory's IGLD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 1,080% in Q2 2026, buying an estimated $230K and bringing the position to 10,517 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Steward Partners Investment Advisory first reported a position in IGLD in Q2 2023 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Steward Partners Investment Advisory held 10,517 shares of FT Vest Gold Strategy Target Income ETF worth $221K as of Q2 2026.
Steward Partners Investment Advisory bought 9,626 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $230K.
FT Vest Gold Strategy Target Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2175 holding.
Steward Partners Investment Advisory first reported a position in FT Vest Gold Strategy Target Income ETF in Q2 2023 and has held it in 4 quarters since.
146 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.