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IGLDFT Vest Gold Strategy Target Income ETF

Get income5y track recordRanked #746 of 1,706 in this goal

Seeks to deliver participation in the price returns of the SPDR Gold Trust while providing a consistent level of income.

By First Trust · Launched 2021

Annual Cost

0.85%

#4,678 of 6,040 · expensive

Fund Size

$607M

#1,505 of 6,040 · large

Return (1Y)

+12.0%

Track Record

5 years

#2,283 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,707+17.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Holdings

By weight

Concentration

Top 9 holdings = 97.9% of fundconcentrated

United States Treasury Bills
129.4%
CBOE GLOBAL MARKETS, INC.GLD 11 C581.82
1.8%
Dreyfus Government Cash Management Funds
0.3%
CBOE GLOBAL MARKETS, INC.GLD 11 C581.82
0.2%
CBOE GLOBAL MARKETS, INC.GLD 11 C581.82
0.0%
CBOE GLOBAL MARKETS, INC.GLD 11 P581.82
-0.5%
CBOE GLOBAL MARKETS, INC.GLD 4 C430.29
-0.6%
CBOE GLOBAL MARKETS, INC.GLD 11 P581.82
-3.9%
CBOE GLOBAL MARKETS, INC.GLD 11 P581.82
-28.9%

Asset allocation

Cash
79.0%
Other
21.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
26.1%High

Year-on-year price swings

Max drawdown
-99.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.97Decent risk-adjusted returns
Sortino (3Y)
1.36Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to deliver participation in the price returns of the SPDR Gold Trust while providing a consistent level of income.
Strategy
Invests primarily in short-term U.S. Treasury securities and cash equivalents while using FLEX Options on the SPDR Gold Trust to generate income. The strategy aims to provide consistent income while participating in the price returns of the Underlying ETF.
Inception date
March 2, 2021
Fund family
First Trust

Next steps

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Data updated on 2026-09-18