HGWM
FGDL icon

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
Q2 		$259K Buy
4,802
+7
+0.1% +$420 0.03% 180
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 $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horst & Graben Wealth Management's FGDL Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its Franklin Responsibly Sourced Gold ETF (FGDL) stake by 0.15% in Q2 2026, buying an estimated $420 and bringing the position to 4,802 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #180.

Horst & Graben Wealth Management first reported a position in FGDL in Q3 2025 and has held it in 4 quarters since. The position peaked at $775K in Q4 2025. 96 funds tracked by Wall St. Rank hold FGDL as of Q2 2026.

  • Horst & Graben Wealth Management held 4,802 shares of Franklin Responsibly Sourced Gold ETF worth $259K as of Q2 2026.
  • Horst & Graben Wealth Management bought 7 Franklin Responsibly Sourced Gold ETF shares in Q2 2026, an estimated $420.
  • Franklin Responsibly Sourced Gold ETF made up 0.03% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Horst & Graben Wealth Management first reported a position in Franklin Responsibly Sourced Gold ETF in Q3 2025 and has held it in 4 quarters since.
  • Horst & Graben Wealth Management's Franklin Responsibly Sourced Gold ETF position peaked at $775K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.