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Franklin Responsibly Sourced Gold ETF

93 hedge funds and large institutions have $128M invested in Franklin Responsibly Sourced Gold ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

24% more funds holding

Funds holding: 7593 (+18)

3% more capital invested

Capital invested by funds: $124M → $128M (+$4.03M)

5.43% less ownership

Funds ownership: 34.1%28.67% (-5.4%)

Holders
93
Holders Change
+18
Holders Change %
+24%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
34
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$648K -$44K -793 -7%
SHJ
27
Sharkey, Howes & Javer
Colorado
$647K +$665 +12 +0.1%
NI
28
Natural Investments
California
$581K +$20.7K +373 +4%
PI
29
PFG Investments
New York
$569K +$177K +3,186 +48%
TFM
30
Trademark Financial Management
Minnesota
$558K +$16K +289 +3%
BCI
31
Brinker Capital Investments
Pennsylvania
$528K -$175K -3,153 -26%
GM
32
GeoWealth Management
Illinois
$521K +$66.9K +1,206 +15%
CAM
33
Cozad Asset Management
Illinois
$507K +$22.2K +400 +5%
MAC
34
Mason & Associates (California)
California
$506K +$487K +8,784 New
B
35
Bailard
California
$461K
Bank of New York Mellon
36
Bank of New York Mellon
New York
$438K +$69K +1,245 +20%
MFG
37
Merit Financial Group
Georgia
$423K +$75.8K +1,367 +23%
SWM
38
SigFig Wealth Management
California
$408K -$24.5K -441 -6%
DWA
39
Davis Wealth Advisors
New Hampshire
$392K +$377K +6,801 New
BCM
40
Brookstone Capital Management
Illinois
$357K +$21.2K +383 +7%
SIG
41
Spinnaker Investment Group
California
$355K
SG
42
Sankala Group
Colorado
$344K +$273K +4,917 New
MAG
43
MRA Advisory Group
New Jersey
$338K +$325K +5,861 New
ISFAN
44
Investor's Fiduciary Advisor Network
Washington
$333K +$1.83K +33 +0.6%
SA
45
Sonoma Allocations
California
$303K +$270K +4,874 New
SA
46
Sanctuary Advisors
Indiana
$302K +$3.16K +57 +1%
RA
47
RFG Advisory
Alabama
$282K +$272K +4,899 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$282K +$132K +2,378 +95%
WIA
49
World Investment Advisors
California
$240K +$231K +4,164 New
SPIA
50
Steward Partners Investment Advisory
New York
$239K +$15.5K +280 +7%