CIBC Private Wealth Group
FGDL icon

CIBC Private Wealth Group’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

CIBC Private Wealth Group’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
2024
Q4 		– Sell
-1,000
Closed -$35.2K – 3054
2024
Q3 		$35.2K Hold
1,000
– – ﹤0.01% 1904
2024
Q2 		$31.5K Buy
+1,000
New +$31.2K ﹤0.01% 1852

Other funds holding FGDL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Private Wealth Group's FGDL Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Franklin Responsibly Sourced Gold ETF (FGDL) in Q4 2024, closing a stake of 1,000 shares — an estimated $35.2K sold.

CIBC Private Wealth Group first reported a position in FGDL in Q2 2024 and held it in 2 quarters. The position peaked at $35.2K in Q3 2024. 9 funds tracked by Wall St. Rank hold FGDL as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Franklin Responsibly Sourced Gold ETF position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,000 Franklin Responsibly Sourced Gold ETF shares in Q4 2024, an estimated $35.2K.
  • CIBC Private Wealth Group first reported a position in Franklin Responsibly Sourced Gold ETF in Q2 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's Franklin Responsibly Sourced Gold ETF position peaked at $35.2K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.