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

Walser 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	$929K	Sell	44,093 -70	-0.2%	-$1.67K	0.39%	61
2026 Q1	$1.13M	Sell	44,163 -3,640	-8%	-$98.3K	0.51%	35
2025 Q4	$1.2M	Buy	+47,803	New	+$1.19M	0.63%	22

Other funds holding IGLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Walser Wealth Management reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 0.16% in Q2 2026, selling an estimated $1.67K and leaving 44,093 shares worth $929K. The position accounts for 0.39% of the portfolio, ranked #61.

Walser Wealth Management first reported a position in IGLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2025. 145 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

Walser Wealth Management held 44,093 shares of FT Vest Gold Strategy Target Income ETF worth $929K as of Q2 2026.
Walser Wealth Management sold 70 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $1.67K.
FT Vest Gold Strategy Target Income ETF made up 0.39% of Walser Wealth Management's portfolio in Q2 2026, its #61 holding.
Walser Wealth Management first reported a position in FT Vest Gold Strategy Target Income ETF in Q4 2025 and has held it in 3 quarters since.
Walser Wealth Management's FT Vest Gold Strategy Target Income ETF position peaked at $1.2M in Q4 2025.
145 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.