PWA
FGDL icon

Physician Wealth Advisors’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Physician Wealth 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
Q2 		$9.07K Buy
170
+36
+27% +$2.16K ﹤0.01% 895
2026
Q1 		$8.33K Buy
134
+62
+86% +$4.03K ﹤0.01% 854
2025
Q4 		$4.15K Buy
+72
New +$3.99K ﹤0.01% 1035

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

Physician Wealth Advisors's FGDL Position: Q2 2026 in Review

Physician Wealth Advisors increased its Franklin Responsibly Sourced Gold ETF (FGDL) stake by 27% in Q2 2026, buying an estimated $2.16K and bringing the position to 170 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Physician Wealth Advisors first reported a position in FGDL in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold FGDL as of Q2 2026.

  • Physician Wealth Advisors held 170 shares of Franklin Responsibly Sourced Gold ETF worth $9.07K as of Q2 2026.
  • Physician Wealth Advisors bought 36 Franklin Responsibly Sourced Gold ETF shares in Q2 2026, an estimated $2.16K.
  • Franklin Responsibly Sourced Gold ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #895 holding.
  • Physician Wealth Advisors first reported a position in Franklin Responsibly Sourced Gold ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.