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Steward Partners Investment Advisory’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Steward Partners Investment Advisory’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 		$139K Buy
2,606
+561
+27% +$33.7K ﹤0.01% 2425
2026
Q1 		$127K Sell
2,045
-2,102
-51% -$137K ﹤0.01% 2248
2025
Q4 		$239K Buy
4,147
+280
+7% +$15.5K ﹤0.01% 1840
2025
Q3 		$200K Buy
+3,867
New +$179K ﹤0.01% 1873

Other funds holding FGDL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Steward Partners Investment Advisory's FGDL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Franklin Responsibly Sourced Gold ETF (FGDL) stake by 27% in Q2 2026, buying an estimated $33.7K and bringing the position to 2,606 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Steward Partners Investment Advisory first reported a position in FGDL in Q3 2025 and has held it in 4 quarters since. The position peaked at $239K in Q4 2025. 96 funds tracked by Wall St. Rank hold FGDL as of Q2 2026.

  • Steward Partners Investment Advisory held 2,606 shares of Franklin Responsibly Sourced Gold ETF worth $139K as of Q2 2026.
  • Steward Partners Investment Advisory bought 561 Franklin Responsibly Sourced Gold ETF shares in Q2 2026, an estimated $33.7K.
  • Franklin Responsibly Sourced Gold ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2425 holding.
  • Steward Partners Investment Advisory first reported a position in Franklin Responsibly Sourced Gold ETF in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Franklin Responsibly Sourced Gold ETF position peaked at $239K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.