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United Capital Financial Advisors’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

United Capital Financial 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 		– Sell
-3,760
Closed -$234K – 1665
2026
Q1 		$234K Sell
3,760
-7,742
-67% -$503K ﹤0.01% 1485
2025
Q4 		$663K Buy
11,502
+214
+2% +$11.9K ﹤0.01% 864
2025
Q3 		$583K Buy
+11,288
New +$522K ﹤0.01% 816

Other funds holding FGDL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $6.53B AUM 30.05% 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 $204M AUM 16.12% 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 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Capital Financial Advisors's FGDL Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Franklin Responsibly Sourced Gold ETF (FGDL) in Q2 2026, closing a stake of 3,760 shares — an estimated $234K sold.

United Capital Financial Advisors first reported a position in FGDL in Q3 2025 and held it in 3 quarters. The position peaked at $663K in Q4 2025. 97 funds tracked by Wall St. Rank hold FGDL as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Franklin Responsibly Sourced Gold ETF position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,760 Franklin Responsibly Sourced Gold ETF shares in Q2 2026, an estimated $234K.
  • United Capital Financial Advisors first reported a position in Franklin Responsibly Sourced Gold ETF in Q3 2025 and held it in 3 quarters.
  • United Capital Financial Advisors's Franklin Responsibly Sourced Gold ETF position peaked at $663K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.