UBS Group’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

UBS Group’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 Q1	$76.8K	Buy	+3,007	New	+$81.2K	﹤0.01%	7128
2024 Q4	–	Sell	-798	Closed	-$17.2K	–	10148
2024 Q3	$17.2K	Buy	798 +681	+582%	+$14.1K	﹤0.01%	7453
2024 Q2	$2.34K	Buy	+117	New	+$2.35K	﹤0.01%	8376
2023 Q3	–	Sell	-3,027	Closed	-$57.9K	–	9692
2023 Q2	$57.9K	Buy	+3,027	New	+$59.5K	﹤0.01%	6386
2022 Q4	–	Sell	-4,906	Closed	-$89K	–	10901
2022 Q3	$89K	Buy	4,906 +4,121	+525%	+$77.8K	﹤0.01%	5805
2022 Q2	$16K	Buy	+785	New	+$16.1K	﹤0.01%	7196
2021 Q3	–	Sell	-372	Closed	-$7K	–	9780
2021 Q2	$7K	Buy	372 +367	+7,340%	+$7.62K	﹤0.01%	8330
2021 Q1	$0	Buy	+5	New	+$100	﹤0.01%	9212

Other funds holding IGLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's IGLD Position: Q1 2026 in Review

UBS Group opened a new position in FT Vest Gold Strategy Target Income ETF (IGLD) in Q1 2026: 3,007 shares worth $76.8K. The stake represents ﹤0.01% of the portfolio and ranks #7128 among its holdings. This is a return to the name: UBS Group previously reported a position in IGLD as recently as Q3 2024.

UBS Group first reported a position in IGLD in Q1 2021 and has held it in 8 quarters since. The position peaked at $89K in Q3 2022. 127 funds tracked by Wall St. Rank hold IGLD as of Q1 2026.

UBS Group held 3,007 shares of FT Vest Gold Strategy Target Income ETF worth $76.8K as of Q1 2026.
FT Vest Gold Strategy Target Income ETF was a new UBS Group position in Q1 2026.
FT Vest Gold Strategy Target Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7128 holding.
UBS Group first reported a position in FT Vest Gold Strategy Target Income ETF in Q1 2021 and has held it in 8 quarters since.
UBS Group's FT Vest Gold Strategy Target Income ETF position peaked at $89K in Q3 2022.
127 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.