FT Vest Gold Strategy Target Income is a publicly traded company on XNAS. As of Q3 2025, 88 institutional investors hold shares in this company, with total holdings valued at $217.7M. LPL Financial LLC is the largest holder with a position valued at $26.7M.
Overview of institutional ownership in IGLD as of Q3 2025
Institutions with the largest positions in IGLD as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $26.7M 0.01% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $24.5M 0.01% of portfolio |
BB&T CORP Institution | $21.2M 0.03% of portfolio |
Luken Investment Analytics, LLC RIA/Wealth | $20.2M 7.96% of portfolio |
Kestra Advisory Services, LLC RIA/Wealth | $17.5M 0.08% of portfolio |
HFG Wealth Management, LLC RIA/Wealth | $10.7M 5.68% of portfolio |
Cetera Investment Advisers RIA/Wealth | $9.1M 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $7.4M 0.01% of portfolio |
Thrive Capital Management, LLC RIA/Wealth | $7.3M 1.90% of portfolio |
XML Financial, LLC RIA/Wealth | $6.4M 0.52% of portfolio |
Institutional buying and selling activity for IGLD in Q3 2025
| Institution | Net Bought |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$16.8M +701.3K shares |
L LPL Financial LLC Institution | +$16.7M +697.1K shares |
BB&T CORP Institution | +$14.3M +598.8K shares |
C Cavalier Investments Institution | +$5.6M +235.3K shares |
Hilton Capital Management, LLC Long Only Manager | +$5.6M +234.4K shares |
Cetera Investment Advisers RIA/Wealth | +$4.8M +200.2K shares |
Luken Investment Analytics, LLC RIA/Wealth | +$3.5M +146.9K shares |
+$2.7M +109.2K shares | |
A Advisor Group Holdings, Inc. Institution | +$1.8M +78.4K shares |
Thrive Capital Management, LLC RIA/Wealth | +$1.4M +59.3K shares |
| Institution | Net Sold |
|---|---|
Aptus Capital Advisors, LLC ETF Provider | −$25.4M −1.2M shares |
Mutual Advisors, LLC RIA/Wealth | −$1.9M −76.1K shares |
3EDGE Asset Management, LP Long Only Manager | −$1.4M −59.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$931.0K −38.9K shares |
Ameritas Advisory Services, LLC RIA/Wealth | −$878.4K −36.7K shares |
O OLD MISSION CAPITAL LLC Institution | −$786.9K −32.9K shares |
HFG Wealth Management, LLC RIA/Wealth | −$622.5K −26.0K shares |
J JANE STREET GROUP, LLC Institution | −$482.2K −22.2K shares |
Foundations Investment Advisors, LLC RIA/Wealth | −$390.6K −16.3K shares |
P Prostatis Group LLC Institution | −$296.1K −12.4K shares |
Institutions that initiated new positions or completely exited IGLD in Q3 2025
| Institution | Position Value |
|---|---|
C Cavalier Investments Institution | $5.6M 235.3K shares |
Hilton Capital Management, LLC Long Only Manager | $5.6M 234.4K shares |
Armis Advisers, LLC RIA/Wealth | $1.0M 41.2K shares |
Atomi Financial Group, Inc. RIA/Wealth | $667.5K 27.9K shares |
Newbridge Financial Services Group, Inc. RIA/Wealth | $667.5K 27.9K shares |
Clear Creek Financial Management, LLC RIA/Wealth | $491.2K 20.5K shares |
Steel Peak Wealth Management LLC RIA/Wealth | $485.4K 20.3K shares |
SYNOVUS FINANCIAL CORP Institution | $466.7K 19.5K shares |
FIRST TRUST ADVISORS LP ETF Provider | $458.8K 19.2K shares |
C CLS Investments, LLC Institution | $402.9K 16.8K shares |
| Institution | Previous Position |
|---|---|
Aptus Capital Advisors, LLC ETF Provider | $25.4M 1.2M shares |
J JANE STREET GROUP, LLC Institution | $482.2K 22.2K shares |
BANK OF AMERICA CORP /DE/ Institution | $2.2K 100.0 shares |
Institutions with the largest Call and Put options positions in IGLD as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with IGLD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Luken Investment Analytics, LLC RIA/Wealth | 7.96% $20.2M |
HFG Wealth Management, LLC RIA/Wealth | 5.68% $10.7M |
C Cavalier Investments Institution | 2.28% $5.6M |
Thrive Capital Management, LLC RIA/Wealth | 1.90% $7.3M |
R RiverTree Advisors, LLC RIA/Wealth | 1.65% $2.5M |
1.51% $2.5M | |
CROSSPOINT FINANCIAL, LLC RIA/Wealth | 0.99% $395.2K |
P Prostatis Group LLC Institution | 0.91% $3.0M |
I Insight Advisors, LLC/ PA RIA/Wealth | 0.55% $3.5M |
XML Financial, LLC RIA/Wealth | 0.52% $6.4M |
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