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Elevation Wealth Partners’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Elevation Wealth Partners’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
Q2 		$4.06K Buy
76
+1
+1% +$60 ﹤0.01% 1068
2026
Q1 		$4.66K Hold
75
– – ﹤0.01% 729
2025
Q4 		$4.32K Hold
75
– – ﹤0.01% 668
2025
Q3 		$3.88K Buy
75
+2
+3% +$92 ﹤0.01% 526
2025
Q2 		$3.21K Hold
73
– – ﹤0.01% 420
2025
Q1 		$3.05K Buy
+73
New +$2.81K ﹤0.01% 426

Other funds holding FGDL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TFM
Trademark Financial Management Bloomington, Minnesota $244M AUM 22.47% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Elevation Wealth Partners's FGDL Position: Q2 2026 in Review

Elevation Wealth Partners increased its Franklin Responsibly Sourced Gold ETF (FGDL) stake by 1.3% in Q2 2026, buying an estimated $60 and bringing the position to 76 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Elevation Wealth Partners first reported a position in FGDL in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.66K in Q1 2026. 39 funds tracked by Wall St. Rank hold FGDL as of Q2 2026.

  • Elevation Wealth Partners held 76 shares of Franklin Responsibly Sourced Gold ETF worth $4.06K as of Q2 2026.
  • Elevation Wealth Partners bought 1 Franklin Responsibly Sourced Gold ETF share in Q2 2026, an estimated $60.
  • Franklin Responsibly Sourced Gold ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1068 holding.
  • Elevation Wealth Partners first reported a position in Franklin Responsibly Sourced Gold ETF in Q1 2025 and has held it in 6 quarters since.
  • Elevation Wealth Partners's Franklin Responsibly Sourced Gold ETF position peaked at $4.66K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.