Mather Group
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Mather Group’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Mather Group’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 		$2.49K Buy
45
+8
+22% +$454 ﹤0.01% 1992
2026
Q2 		$1.98K Buy
37
+3
+9% +$180 ﹤0.01% 1738
2026
Q1 		$2.11K Buy
+34
New +$2.21K ﹤0.01% 1698
2025
Q4 		– Sell
-95
Closed -$4.91K – 983
2025
Q3 		$4.91K Buy
+95
New +$4.39K ﹤0.01% 1395

Other funds holding FGDL

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Clarity Asset Management
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
UPWML
UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Elevation Wealth Partners
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
West Branch Capital
West Branch Capital Amherst, Massachusetts $442M AUM 32.59% 1-Year Est. Return

Mather Group's FGDL Position: Q3 2026 in Review

Mather Group increased its Franklin Responsibly Sourced Gold ETF (FGDL) stake by 22% in Q3 2026, buying an estimated $454 and bringing the position to 45 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Mather Group first reported a position in FGDL in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.91K in Q3 2025. 12 funds tracked by Wall St. Rank hold FGDL as of Q3 2026.

  • Mather Group held 45 shares of Franklin Responsibly Sourced Gold ETF worth $2.49K as of Q3 2026.
  • Mather Group bought 8 Franklin Responsibly Sourced Gold ETF shares in Q3 2026, an estimated $454.
  • Franklin Responsibly Sourced Gold ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1992 holding.
  • Mather Group first reported a position in Franklin Responsibly Sourced Gold ETF in Q3 2025 and has held it in 4 quarters since.
  • Mather Group's Franklin Responsibly Sourced Gold ETF position peaked at $4.91K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.