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Natural Investments’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Natural Investments’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 		$627K Hold
10,101
– – 0.15% 130
2025
Q4 		$581K Buy
10,101
+373
+4% +$20.7K 0.14% 140
2025
Q3 		$502K Buy
9,728
+1,446
+17% +$66.8K 0.12% 139
2025
Q2 		$364K Sell
8,282
-160
-2% -$7.03K 0.09% 179
2025
Q1 		$353K Hold
8,442
– – 0.1% 173
2024
Q4 		$296K Buy
+8,442
New +$301K 0.08% 191

Other funds holding FGDL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

Natural Investments's FGDL Position: Q1 2026 in Review

Natural Investments held its Franklin Responsibly Sourced Gold ETF (FGDL) position steady in Q1 2026 at 10,101 shares worth $627K. The position accounts for 0.15% of the portfolio, ranked #130.

Natural Investments first reported a position in FGDL in Q4 2024 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold FGDL as of Q1 2026.

  • Natural Investments held 10,101 shares of Franklin Responsibly Sourced Gold ETF worth $627K as of Q1 2026.
  • Natural Investments left its Franklin Responsibly Sourced Gold ETF share count unchanged in Q1 2026.
  • Franklin Responsibly Sourced Gold ETF made up 0.15% of Natural Investments's portfolio in Q1 2026, its #130 holding.
  • Natural Investments first reported a position in Franklin Responsibly Sourced Gold ETF in Q4 2024 and has held it in 6 quarters since.
  • 91 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q1 2026.

Based on Natural Investments's 13F filing for Q1 2026, filed 1 May 2026.