Carson Wealth (CWM LLC)
FGDL icon

Carson Wealth (CWM LLC)’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Carson Wealth (CWM 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
Q1 		$813K Sell
13,077
-30,067
-70% -$1.95M ﹤0.01% 1670
2025
Q4 		$2.48M Sell
43,144
-902
-2% -$50K 0.01% 1063
2025
Q3 		$2.27M Buy
+44,046
New +$2.04M 0.01% 1039

Other funds holding FGDL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FGDL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Franklin Responsibly Sourced Gold ETF (FGDL) stake by 70% in Q1 2026, selling an estimated $1.95M and leaving 13,077 shares worth $813K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Carson Wealth (CWM LLC) first reported a position in FGDL in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.48M in Q4 2025. 91 funds tracked by Wall St. Rank hold FGDL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,077 shares of Franklin Responsibly Sourced Gold ETF worth $813K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 30,067 Franklin Responsibly Sourced Gold ETF shares in Q1 2026, an estimated $1.95M.
  • Franklin Responsibly Sourced Gold ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1670 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Responsibly Sourced Gold ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Franklin Responsibly Sourced Gold ETF position peaked at $2.48M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.