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LifePlan Investment Advisors’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

LifePlan Investment Advisors’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 		– Sell
-3,538
Closed -$204K – 123
2025
Q4 		$204K Buy
+3,538
New +$196K 0.08% 115

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Millington Securities 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

LifePlan Investment Advisors's FGDL Position: Q1 2026 in Review

LifePlan Investment Advisors sold out of Franklin Responsibly Sourced Gold ETF (FGDL) in Q1 2026, closing a stake of 3,538 shares — an estimated $204K sold.

LifePlan Investment Advisors first reported a position in FGDL in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 91 funds tracked by Wall St. Rank hold FGDL as of Q1 2026.

  • LifePlan Investment Advisors reported no remaining Franklin Responsibly Sourced Gold ETF position as of Q1 2026 after selling out during the quarter.
  • LifePlan Investment Advisors sold 3,538 Franklin Responsibly Sourced Gold ETF shares in Q1 2026, an estimated $204K.
  • LifePlan Investment Advisors first reported a position in Franklin Responsibly Sourced Gold ETF in Q4 2025 and held it in 1 quarter.
  • LifePlan Investment Advisors's Franklin Responsibly Sourced Gold ETF position peaked at $204K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.