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 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	$1.91M	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 $83.7B AUM 27.22% 1-Year Est. Return

KAS

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

RGF

Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return

FCMA

Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

XML Financial's IGLD Position: Q2 2026 in Review

XML Financial increased its FT Vest Gold Strategy Target Income ETF (IGLD) stake by 4.5% in Q2 2026, buying an estimated $335K and bringing the position to 323,020 shares worth $6.8M. The position accounts for 0.49% of the portfolio, ranked #55.

XML Financial first reported a position in IGLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.89M in Q1 2026. 66 funds tracked by Wall St. Rank hold IGLD as of Q2 2026.

XML Financial held 323,020 shares of FT Vest Gold Strategy Target Income ETF worth $6.8M as of Q2 2026.
XML Financial bought 14,037 FT Vest Gold Strategy Target Income ETF shares in Q2 2026, an estimated $335K.
FT Vest Gold Strategy Target Income ETF made up 0.49% of XML Financial's portfolio in Q2 2026, its #55 holding.
XML Financial first reported a position in FT Vest Gold Strategy Target Income ETF in Q3 2021 and has held it in 20 quarters since.
XML Financial's FT Vest Gold Strategy Target Income ETF position peaked at $7.89M in Q1 2026.
66 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.