HGWM
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Horst & Graben Wealth Management’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Horst & Graben Wealth 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
2026
Q1 		$299K Sell
4,795
-8,657
-64% -$562K 0.04% 155
2025
Q4 		$775K Buy
13,452
+365
+3% +$20.2K 0.12% 91
2025
Q3 		$676K Buy
+13,087
New +$605K 0.1% 98

Other funds holding FGDL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $688M AUM 33.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Horst & Graben Wealth Management's FGDL Position: Q1 2026 in Review

Horst & Graben Wealth Management reduced its Franklin Responsibly Sourced Gold ETF (FGDL) stake by 64% in Q1 2026, selling an estimated $562K and leaving 4,795 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #155.

Horst & Graben Wealth Management first reported a position in FGDL in Q3 2025 and has held it in 3 quarters since. The position peaked at $775K in Q4 2025. 91 funds tracked by Wall St. Rank hold FGDL as of Q1 2026.

  • Horst & Graben Wealth Management held 4,795 shares of Franklin Responsibly Sourced Gold ETF worth $299K as of Q1 2026.
  • Horst & Graben Wealth Management sold 8,657 Franklin Responsibly Sourced Gold ETF shares in Q1 2026, an estimated $562K.
  • Franklin Responsibly Sourced Gold ETF made up 0.04% of Horst & Graben Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Horst & Graben Wealth Management first reported a position in Franklin Responsibly Sourced Gold ETF in Q3 2025 and has held it in 3 quarters since.
  • Horst & Graben Wealth Management's Franklin Responsibly Sourced Gold ETF position peaked at $775K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q1 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.