IGLD FIRST TR EXCHANGE-TRADED FD

Ownership history in Cambridge Advisors Inc.  ·  10 quarters on record

AI Ownership Summary

Cambridge Advisors Inc. reported FIRST TR EXCHANGE-TRADED FD (IGLD) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows IGLD at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IGLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Advisors Inc.'s position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IGLD was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cambridge Advisors Inc. held IGLD — position size vs. price
% of Fund (quarterly)    IGLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 17,349 +367 +2.2% 0.09% $443K 2026-04-16 $25.65
2025 Q4 ADDED 16,982 +424 +2.6% 0.08% $425K 2026-01-21 $25.77
2025 Q3 ADDED 16,558 +6 +0.0% 0.08% $396K 2025-10-15 $22.84
2025 Q2 ADDED 16,552 +143 +0.9% 0.08% $359K 2025-07-16 $19.25
2025 Q1 REDUCED 16,409 -1,419 -8.0% 0.08% $344K 2025-04-24 $19.09
2024 Q4 ADDED 17,828 +3,719 +26.4% 0.08% $337K 2025-01-16 $16.38
2024 Q3 ADDED 14,109 +161 +1.2% 0.07% $304K 2024-10-23 $16.47
2024 Q2 ADDED 13,948 +222 +1.6% 0.06% $279K 2024-07-11 $15.02
2024 Q1 ADDED 13,726 +159 +1.2% 0.06% $270K 2024-04-16 $14.64
2023 Q4 INITIATED 13,567 0.07% $261K 2024-01-17 $13.12

FAQ About Cambridge Advisors Inc. and IGLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Advisors Inc. reported owning IGLD?

Cambridge Advisors Inc. reported IGLD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IGLD position in Cambridge Advisors Inc.'s portfolio?

The largest reported portfolio weight for IGLD was 0.09% in 2026 Q1.

What is the latest reported IGLD position on this page?

The most recent filing on this page is 2026 Q1, when Cambridge Advisors Inc. reported 17,349 shares, equal to 0.09% of portfolio, with an estimated market value of $443K.

What does the chart on this IGLD ownership page compare?

The chart compares Cambridge Advisors Inc.'s quarterly IGLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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