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BFC Planning, Inc.’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

BFC Planning, Inc.’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 		$5.58K Hold
101
– – ﹤0.01% 2635
2026
Q2 		$5.39K Buy
+101
New +$6.06K ﹤0.01% 2643

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Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
WBI Investments
WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return
Clarity Asset Management
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Maridea Wealth Management
Maridea Wealth Management Brooklyn, New York $1.03B AUM 21.47% 1-Year Est. Return

BFC Planning, Inc.'s FGDL Position: Q3 2026 in Review

BFC Planning, Inc. held its Franklin Responsibly Sourced Gold ETF (FGDL) position steady in Q3 2026 at 101 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

BFC Planning, Inc. first reported a position in FGDL in Q2 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold FGDL as of Q3 2026.

  • BFC Planning, Inc. held 101 shares of Franklin Responsibly Sourced Gold ETF worth $5.58K as of Q3 2026.
  • BFC Planning, Inc. left its Franklin Responsibly Sourced Gold ETF share count unchanged in Q3 2026.
  • Franklin Responsibly Sourced Gold ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2635 holding.
  • BFC Planning, Inc. first reported a position in Franklin Responsibly Sourced Gold ETF in Q2 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.