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

MRA Advisory 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 		$238K Sell
4,307
-351
-8% -$19.9K 0.09% 126
2026
Q2 		$249K Buy
4,658
+240
+5% +$14.4K 0.09% 120
2026
Q1 		$275K Sell
4,418
-1,443
-25% -$93.7K 0.11% 106
2025
Q4 		$338K Buy
+5,861
New +$325K 0.14% 88

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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Trademark Financial Management
Trademark Financial Management Bloomington, Minnesota $247M AUM 16.73% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

MRA Advisory Group's FGDL Position: Q3 2026 in Review

MRA Advisory Group reduced its Franklin Responsibly Sourced Gold ETF (FGDL) stake by 7.5% in Q3 2026, selling an estimated $19.9K and leaving 4,307 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #126.

MRA Advisory Group first reported a position in FGDL in Q4 2025 and has held it in 4 quarters since. The position peaked at $338K in Q4 2025. 19 funds tracked by Wall St. Rank hold FGDL as of Q3 2026.

  • MRA Advisory Group held 4,307 shares of Franklin Responsibly Sourced Gold ETF worth $238K as of Q3 2026.
  • MRA Advisory Group sold 351 Franklin Responsibly Sourced Gold ETF shares in Q3 2026, an estimated $19.9K.
  • Franklin Responsibly Sourced Gold ETF made up 0.09% of MRA Advisory Group's portfolio in Q3 2026, its #126 holding.
  • MRA Advisory Group first reported a position in Franklin Responsibly Sourced Gold ETF in Q4 2025 and has held it in 4 quarters since.
  • MRA Advisory Group's Franklin Responsibly Sourced Gold ETF position peaked at $338K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.