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Financial Advocates Investment Management’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-9,535
Closed -$419K – 234
2025
Q2 		$419K Hold
9,535
– – 0.03% 406
2025
Q1 		$399K Buy
+9,535
New +$366K 0.03% 480

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Jane Street
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Envestnet Portfolio Solutions
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PAS
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Advocates Investment Management's FGDL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Franklin Responsibly Sourced Gold ETF (FGDL) in Q3 2025, closing a stake of 9,535 shares — an estimated $419K sold.

Financial Advocates Investment Management first reported a position in FGDL in Q1 2025 and held it in 2 quarters. The position peaked at $419K in Q2 2025. 75 funds tracked by Wall St. Rank hold FGDL as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Franklin Responsibly Sourced Gold ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,535 Franklin Responsibly Sourced Gold ETF shares in Q3 2025, an estimated $419K.
  • Financial Advocates Investment Management first reported a position in Franklin Responsibly Sourced Gold ETF in Q1 2025 and held it in 2 quarters.
  • Financial Advocates Investment Management's Franklin Responsibly Sourced Gold ETF position peaked at $419K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.