Superior Planning, LLC’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Superior Planning, LLC’s Portfolio FGDL Stock Details FGDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.5K	Buy	+245	New	+$13.9K	0.01%	815

Other funds holding FGDL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Maridea Wealth Management Brooklyn, New York $1.03B AUM 21.47% 1-Year Est. Return

Superior Planning, LLC's FGDL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Franklin Responsibly Sourced Gold ETF (FGDL) in Q3 2026: 245 shares worth $13.5K. The stake represents 0.01% of the portfolio and ranks #815 among its holdings.

75 funds tracked by Wall St. Rank hold FGDL as of Q3 2026.

Superior Planning, LLC held 245 shares of Franklin Responsibly Sourced Gold ETF worth $13.5K as of Q3 2026.
Franklin Responsibly Sourced Gold ETF was a new Superior Planning, LLC position in Q3 2026.
Franklin Responsibly Sourced Gold ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #815 holding.
75 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.