SWP
FGDL icon

Strategic Wealth Partners’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Strategic Wealth Partners’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
2025
Q4 		– Sell
-16
Closed -$827 – 1492
2025
Q3 		$827 Buy
+16
New +$739 ﹤0.01% 1222

Other funds holding FGDL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Strategic Wealth Partners's FGDL Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Franklin Responsibly Sourced Gold ETF (FGDL) in Q4 2025, closing a stake of 16 shares — an estimated $827 sold.

Strategic Wealth Partners first reported a position in FGDL in Q3 2025 and held it in 1 quarter. The position peaked at $827 in Q3 2025. 93 funds tracked by Wall St. Rank hold FGDL as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Franklin Responsibly Sourced Gold ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 16 Franklin Responsibly Sourced Gold ETF shares in Q4 2025, an estimated $827.
  • Strategic Wealth Partners first reported a position in Franklin Responsibly Sourced Gold ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's Franklin Responsibly Sourced Gold ETF position peaked at $827 in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.