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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
Q3 		$4.2K Hold
76
– – ﹤0.01% 1132
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's FGDL Position: Q3 2026 in Review

Elevation Wealth Partners held its Franklin Responsibly Sourced Gold ETF (FGDL) position steady in Q3 2026 at 76 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Elevation Wealth Partners first reported a position in FGDL in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.66K in Q1 2026. 4 funds tracked by Wall St. Rank hold FGDL as of Q3 2026.

  • Elevation Wealth Partners held 76 shares of Franklin Responsibly Sourced Gold ETF worth $4.2K as of Q3 2026.
  • Elevation Wealth Partners left its Franklin Responsibly Sourced Gold ETF share count unchanged in Q3 2026.
  • Franklin Responsibly Sourced Gold ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1132 holding.
  • Elevation Wealth Partners first reported a position in Franklin Responsibly Sourced Gold ETF in Q1 2025 and has held it in 7 quarters since.
  • Elevation Wealth Partners's Franklin Responsibly Sourced Gold ETF position peaked at $4.66K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.