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

Sugarloaf 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
2024
Q4 		$9.82K Buy
+520
New +$10.8K ﹤0.01% 502

Other funds holding IGLD

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Sugarloaf Wealth Management's IGLD Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in FT Vest Gold Strategy Target Income ETF (IGLD) in Q4 2024: 520 shares worth $9.82K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings.

67 funds tracked by Wall St. Rank hold IGLD as of Q4 2024.

  • Sugarloaf Wealth Management held 520 shares of FT Vest Gold Strategy Target Income ETF worth $9.82K as of Q4 2024.
  • FT Vest Gold Strategy Target Income ETF was a new Sugarloaf Wealth Management position in Q4 2024.
  • FT Vest Gold Strategy Target Income ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #502 holding.
  • 67 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.