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WBI Investments’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

WBI Investments’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 		$6.58M Sell
123,353
-1,156
-0.9% -$69.4K 1.63% 6
2026
Q1 		$7.74M Buy
+124,509
New +$8.09M 2.14% 5

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
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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

WBI Investments's FGDL Position: Q2 2026 in Review

WBI Investments reduced its Franklin Responsibly Sourced Gold ETF (FGDL) stake by 0.93% in Q2 2026, selling an estimated $69.4K and leaving 123,353 shares worth $6.58M. The position accounts for 1.63% of the portfolio, ranked #6.

WBI Investments first reported a position in FGDL in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.74M in Q1 2026. 97 funds tracked by Wall St. Rank hold FGDL as of Q2 2026.

  • WBI Investments held 123,353 shares of Franklin Responsibly Sourced Gold ETF worth $6.58M as of Q2 2026.
  • WBI Investments sold 1,156 Franklin Responsibly Sourced Gold ETF shares in Q2 2026, an estimated $69.4K.
  • Franklin Responsibly Sourced Gold ETF made up 1.63% of WBI Investments's portfolio in Q2 2026, its #6 holding.
  • WBI Investments first reported a position in Franklin Responsibly Sourced Gold ETF in Q1 2026 and has held it in 2 quarters since.
  • WBI Investments's Franklin Responsibly Sourced Gold ETF position peaked at $7.74M in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.