Arthur M. Cohen & Associates’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Arthur M. Cohen & Associates’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
2025 Q4	–	Sell	-5,236	Closed	-$270K	–	132
2025 Q3	$270K	Hold	5,236	–	–	0.05%	113
2025 Q2	$230K	Buy	+5,236	New	+$230K	0.04%	121

Other funds holding FGDL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

3AM

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

Arthur M. Cohen & Associates's FGDL Position: Q4 2025 in Review

Arthur M. Cohen & Associates sold out of Franklin Responsibly Sourced Gold ETF (FGDL) in Q4 2025, closing a stake of 5,236 shares — an estimated $270K sold.

Arthur M. Cohen & Associates first reported a position in FGDL in Q2 2025 and held it in 2 quarters. The position peaked at $270K in Q3 2025. 93 funds tracked by Wall St. Rank hold FGDL as of Q4 2025.

Arthur M. Cohen & Associates reported no remaining Franklin Responsibly Sourced Gold ETF position as of Q4 2025 after selling out during the quarter.
Arthur M. Cohen & Associates sold 5,236 Franklin Responsibly Sourced Gold ETF shares in Q4 2025, an estimated $270K.
Arthur M. Cohen & Associates first reported a position in Franklin Responsibly Sourced Gold ETF in Q2 2025 and held it in 2 quarters.
Arthur M. Cohen & Associates's Franklin Responsibly Sourced Gold ETF position peaked at $270K in Q3 2025.
93 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q4 2025.

Based on Arthur M. Cohen & Associates's 13F filing for Q4 2025, filed 17 Feb 2026.