MFG
FGDL icon

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

Merit Financial 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
Q2 		$203K Buy
+3,800
New +$228K ﹤0.01% 2112
2026
Q1 		– Sell
-7,339
Closed -$423K – 2145
2025
Q4 		$423K Buy
7,339
+1,367
+23% +$75.8K ﹤0.01% 1390
2025
Q3 		$309K Buy
+5,972
New +$276K ﹤0.01% 1435

Other funds holding FGDL

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

Merit Financial Group's FGDL Position: Q2 2026 in Review

Merit Financial Group opened a new position in Franklin Responsibly Sourced Gold ETF (FGDL) in Q2 2026: 3,800 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #2112 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in FGDL as recently as Q4 2025.

Merit Financial Group first reported a position in FGDL in Q3 2025 and has held it in 3 quarters since. The position peaked at $423K in Q4 2025. 18 funds tracked by Wall St. Rank hold FGDL as of Q2 2026.

  • Merit Financial Group held 3,800 shares of Franklin Responsibly Sourced Gold ETF worth $203K as of Q2 2026.
  • Franklin Responsibly Sourced Gold ETF was a new Merit Financial Group position in Q2 2026.
  • Franklin Responsibly Sourced Gold ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2112 holding.
  • Merit Financial Group first reported a position in Franklin Responsibly Sourced Gold ETF in Q3 2025 and has held it in 3 quarters since.
  • Merit Financial Group's Franklin Responsibly Sourced Gold ETF position peaked at $423K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.