XML Financial’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

XML Financial’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 Q3	$6.29M	Sell	309,749 -13,271	-4%	-$282K	0.45%	62
2026 Q2	$6.8M	Buy	323,020 +14,037	+5%	+$335K	0.49%	55
2026 Q1	$7.89M	Buy	308,983 +24,819	+9%	+$670K	0.64%	45
2025 Q4	$7.11M	Buy	284,164 +18,253	+7%	+$456K	0.58%	48
2025 Q3	$6.37M	Buy	265,911 +2,966	+1%	+$66.1K	0.52%	53
2025 Q2	$5.71M	Buy	262,945 +8,768	+3%	+$189K	0.49%	57
2025 Q1	$5.33M	Buy	254,177 +27,919	+12%	+$552K	0.5%	57
2024 Q4	$4.27M	Sell	226,258 -4,538	-2%	-$94K	0.39%	68
2024 Q3	$4.98M	Buy	230,796 +14,850	+7%	+$308K	0.46%	65
2024 Q2	$4.32M	Buy	215,946 +31,006	+17%	+$622K	0.44%	68
2024 Q1	$3.64M	Sell	184,940 -10,897	-6%	-$207K	0.37%	73
2023 Q4	$3.76M	Buy	195,837 +1,405	+0.7%	+$26.2K	0.4%	71
2023 Q3	$3.52M	Buy	194,432 +65,912	+51%	+$1.25M	0.42%	72
2023 Q2	$2.46M	Buy	128,520 +6,016	+5%	+$118K	0.28%	91
2023 Q1	$2.42M	Buy	122,504 +12,660	+12%	+$245K	0.29%	91
2022 Q4	$2.09M	Buy	109,844 +1,095	+1%	+$20.3K	0.26%	101
2022 Q3	$1.98M	Buy	108,749 +9,746	+10%	+$184K	0.28%	95
2022 Q2	$1.96M	Buy	99,003 +4,360	+5%	+$89.6K	0.44%	50
2022 Q1	$2.02M	Buy	94,643 +1,108	+1%	+$23K	0.24%	103
2021 Q4	$1.9M	Sell	93,535 -95,128	-50%	-$1.91M	0.23%	109
2021 Q3	$3.74M	Buy	+188,663	New	+$3.8M	0.5%	61

Other funds holding IGLD

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Retirement Guys Formula Maumee, Ohio $269M AUM 17.17% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $202M AUM 20.26% 1-Year Est. Return

XML Financial's IGLD Position: Q3 2026 in Review

XML Financial reduced its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 4.1% in Q3 2026, selling an estimated $282K and leaving 309,749 shares worth $6.29M. The position accounts for 0.45% of the portfolio, ranked #62.

XML Financial first reported a position in IGLD in Q3 2021 and has held it in 21 quarters since. The position peaked at $7.89M in Q1 2026. 59 funds tracked by Wall St. Rank hold IGLD as of Q3 2026.

XML Financial held 309,749 shares of FT Vest Gold Strategy Target Income ETF worth $6.29M as of Q3 2026.
XML Financial sold 13,271 FT Vest Gold Strategy Target Income ETF shares in Q3 2026, an estimated $282K.
FT Vest Gold Strategy Target Income ETF made up 0.45% of XML Financial's portfolio in Q3 2026, its #62 holding.
XML Financial first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2021 and has held it in 21 quarters since.
XML Financial's FT Vest Gold Strategy Target Income ETF position peaked at $7.89M in Q1 2026.
59 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.