SHJ
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Sharkey, Howes & Javer’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Sharkey, Howes & Javer’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 		$255K Buy
4,776
+866
+22% +$52K 0.03% 150
2026
Q1 		$243K Sell
3,910
-7,330
-65% -$476K 0.03% 141
2025
Q4 		$647K Buy
11,240
+12
+0.1% +$665 0.08% 107
2025
Q3 		$580K Buy
+11,228
New +$519K 0.07% 108

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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sharkey, Howes & Javer's FGDL Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its Franklin Responsibly Sourced Gold ETF (FGDL) stake by 22% in Q2 2026, buying an estimated $52K and bringing the position to 4,776 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #150.

Sharkey, Howes & Javer first reported a position in FGDL in Q3 2025 and has held it in 4 quarters since. The position peaked at $647K in Q4 2025. 18 funds tracked by Wall St. Rank hold FGDL as of Q2 2026.

  • Sharkey, Howes & Javer held 4,776 shares of Franklin Responsibly Sourced Gold ETF worth $255K as of Q2 2026.
  • Sharkey, Howes & Javer bought 866 Franklin Responsibly Sourced Gold ETF shares in Q2 2026, an estimated $52K.
  • Franklin Responsibly Sourced Gold ETF made up 0.03% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #150 holding.
  • Sharkey, Howes & Javer first reported a position in Franklin Responsibly Sourced Gold ETF in Q3 2025 and has held it in 4 quarters since.
  • Sharkey, Howes & Javer's Franklin Responsibly Sourced Gold ETF position peaked at $647K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.