Cornerstone Planning Group
FGDL icon

Cornerstone Planning Group’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Cornerstone Planning 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
2026
Q3 		– Sell
-725
Closed -$39.8K – 690
2026
Q2 		$39.8K Buy
725
+184
+34% +$11K 0.01% 461
2026
Q1 		$32.8K Buy
541
+519
+2,359% +$33.7K ﹤0.01% 515
2025
Q4 		$1.58K Buy
+22
New +$1.22K ﹤0.01% 1240

Other funds holding FGDL

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Clarity Asset Management
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
UPWML
UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Elevation Wealth Partners
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cornerstone Planning Group's FGDL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Franklin Responsibly Sourced Gold ETF (FGDL) in Q3 2026, closing a stake of 725 shares — an estimated $39.8K sold.

Cornerstone Planning Group first reported a position in FGDL in Q4 2025 and held it in 3 quarters. The position peaked at $39.8K in Q2 2026. 12 funds tracked by Wall St. Rank hold FGDL as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Franklin Responsibly Sourced Gold ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 725 Franklin Responsibly Sourced Gold ETF shares in Q3 2026, an estimated $39.8K.
  • Cornerstone Planning Group first reported a position in Franklin Responsibly Sourced Gold ETF in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Franklin Responsibly Sourced Gold ETF position peaked at $39.8K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.