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

Sax 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
Q3 		$344K Buy
+6,226
New +$353K 0.01% 544

Other funds holding FGDL

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Sax Wealth Advisors's FGDL Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Franklin Responsibly Sourced Gold ETF (FGDL) in Q3 2026: 6,226 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #544 among its holdings.

6 funds tracked by Wall St. Rank hold FGDL as of Q3 2026.

  • Sax Wealth Advisors held 6,226 shares of Franklin Responsibly Sourced Gold ETF worth $344K as of Q3 2026.
  • Franklin Responsibly Sourced Gold ETF was a new Sax Wealth Advisors position in Q3 2026.
  • Franklin Responsibly Sourced Gold ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #544 holding.
  • 6 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.