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Wealthspire Advisors (New York)’s Franklin Responsibly Sourced Gold ETF FGDL Stock Holding History

Wealthspire Advisors (New York)’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
-268
Closed -$13.8K – 1665
2025
Q3 		$13.8K Buy
+268
New +$12.4K ﹤0.01% 1864

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Envestnet Portfolio Solutions
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JP Morgan Chase
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Cetera Investment Advisers
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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)
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3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s FGDL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Franklin Responsibly Sourced Gold ETF (FGDL) in Q4 2025, closing a stake of 268 shares — an estimated $13.8K sold.

Wealthspire Advisors (New York) first reported a position in FGDL in Q3 2025 and held it in 1 quarter. The position peaked at $13.8K in Q3 2025. 93 funds tracked by Wall St. Rank hold FGDL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Franklin Responsibly Sourced Gold ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 268 Franklin Responsibly Sourced Gold ETF shares in Q4 2025, an estimated $13.8K.
  • Wealthspire Advisors (New York) first reported a position in Franklin Responsibly Sourced Gold ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Franklin Responsibly Sourced Gold ETF position peaked at $13.8K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Franklin Responsibly Sourced Gold ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.