Essex Financial Services’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Essex Financial Services’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	$433K	Buy	+8,106	New	+$487K	0.02%	527

Other funds holding FGDL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

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

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Essex Financial Services's FGDL Position: Q2 2026 in Review

Essex Financial Services opened a new position in Franklin Responsibly Sourced Gold ETF (FGDL) in Q2 2026: 8,106 shares worth $433K. The stake represents 0.02% of the portfolio and ranks #527 among its holdings.

73 funds tracked by Wall St. Rank hold FGDL as of Q2 2026.

Essex Financial Services held 8,106 shares of Franklin Responsibly Sourced Gold ETF worth $433K as of Q2 2026.
Franklin Responsibly Sourced Gold ETF was a new Essex Financial Services position in Q2 2026.
Franklin Responsibly Sourced Gold ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #527 holding.
73 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.