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Independent Advisor Alliance’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Independent Advisor Alliance’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 		– Sell
-13,750
Closed -$855K – 1225
2026
Q1 		$855K Buy
+13,750
New +$893K 0.01% 899

Other funds holding FGDL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $6.53B AUM 30.05% 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 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Advisor Alliance's FGDL Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Franklin Responsibly Sourced Gold ETF (FGDL) in Q2 2026, closing a stake of 13,750 shares — an estimated $855K sold.

Independent Advisor Alliance first reported a position in FGDL in Q1 2026 and held it in 1 quarter. The position peaked at $855K in Q1 2026. 97 funds tracked by Wall St. Rank hold FGDL as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Franklin Responsibly Sourced Gold ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,750 Franklin Responsibly Sourced Gold ETF shares in Q2 2026, an estimated $855K.
  • Independent Advisor Alliance first reported a position in Franklin Responsibly Sourced Gold ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Franklin Responsibly Sourced Gold ETF position peaked at $855K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.