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Franklin Responsibly Sourced Gold ETF (FGDL) Institutional Ownership

$56.46 -0.16 (-0.28%)
As of 03:23 PM Eastern

Institutional Ownership Changes (13F Filings) for Franklin Responsibly Sourced Gold ETF (NYSEARCA:FGDL)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$94.32M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$22.01M
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FGDL Institutional Buying and Selling by Quarter

Franklin Responsibly Sourced Gold ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 MRA Advisory Group4,658$249K0.1%+5.4%0.060%
7/8/2026 Sonoma Allocations LLC8,073$438K0.2%+28.7%0.104%
7/1/2026 Eastern Bank110,437$5.89M0.1%N/A1.425%
5/19/2026 Sonoma Allocations LLC6,275$393K0.1%+28.7%0.081%
5/18/2026 EverSource Wealth Advisors LLC990$62K0.0%-65.6%0.013%
5/18/2026Royal Bank of Canada4,550$282K0.0%-6.9%0.059%
5/13/2026Cetera Investment Advisers26,586$1.65M0.0%-56.7%0.343%
5/6/2026 Cornerstone Planning Group LLC541$33K0.0%+2,359.1%0.007%
5/6/2026 Assetmark Inc.4,422$275K0.0%-60.7%0.057%
4/30/2026 Kestra Advisory Services LLC4,241$264K0.0%+171.5%0.051%
4/29/2026 Horst & Graben Wealth Management LLC4,795$299K0.0%-64.4%0.058%
4/27/2026 PFG Investments LLC12,132$754K0.0%+22.7%0.147%
4/27/2026 Trademark Financial Management LLC9,164$570K0.3%-5.5%0.111%
4/22/2026Janney Montgomery Scott LLC5,462$340K0.0%-66.5%0.066%
4/22/2026 MRA Advisory Group4,418$275K0.1%-24.6%0.054%
4/21/2026Maridea Wealth Management LLC47,978$2.98M0.4%N/A0.582%
4/17/2026 Brookstone Capital Management5,130$319K0.0%-17.3%0.095%
3/16/2026Osbon Capital Management LLC476$27K0.0%N/A0.006%
3/13/2026World Investment Advisors4,164$240K0.0%N/A0.050%
3/2/2026Sankala Group LLC4,917$283K0.2%N/A0.060%
2/23/2026 Sonoma Allocations LLC4,874$303K0.1%N/A0.059%
2/17/2026Cetera Investment Advisers61,356$3.53M0.0%+6.7%0.744%
2/17/2026Equitable Holdings Inc.13,067$753K0.0%-3.6%0.158%
2/17/2026 GeoWealth Management LLC9,041$521K0.0%+15.4%0.110%
2/17/2026Osaic Holdings Inc.28,033$1.62M0.0%-18.9%0.340%
2/17/2026Royal Bank of Canada4,889$282K0.0%+94.7%0.059%
2/16/2026MML Investors Services LLC34,381$1.98M0.0%+6.3%0.417%
2/16/2026 Clarity Asset Management Inc.830$48K0.0%+379.8%0.010%
2/13/2026 Kestra Advisory Services LLC1,562$90K0.0%N/A0.019%
2/13/2026Transamerica Financial Advisors LLC644$37K0.0%+255.8%0.008%
2/13/2026OpenArc Corporate Advisory LLC3,614$208K0.0%N/A0.044%
2/12/2026Federation des caisses Desjardins du Quebec30,182$1.72M0.0%+20.5%0.366%
2/12/2026Jane Street Group LLC61,162$3.52M0.0%-67.3%0.741%
2/12/2026Orion Porfolio Solutions LLC9,168$528K0.0%-25.6%0.111%
2/12/2026 Commonwealth Equity Services LLC222,988$12.84M0.0%+3.6%2.703%
2/12/2026Steward Partners Investment Advisory LLC4,147$239K0.0%+7.2%0.050%
2/12/2026Great Valley Advisor Group Inc.4,127$238K0.0%N/A0.050%
2/11/2026LPL Financial LLC259,327$14.94M0.0%+12.6%3.143%
2/11/2026JPMorgan Chase & Co.107,504$6.19M0.0%+3.7%1.303%
2/11/2026 Modus Advisors LLC1,120$65K0.0%N/A0.014%
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2/11/2026OneAscent Financial Services LLC4,085$235K0.0%N/A0.050%
2/11/2026Avise Financial Cooperative Inc.15,556$896K0.8%N/A0.189%
2/9/2026LifePlan Investment Advisors Inc.3,538$204K0.1%N/A0.043%
2/6/2026 EverSource Wealth Advisors LLC2,880$166K0.0%-5.4%0.035%
2/6/2026 3EDGE Asset Management LP35,614$2.05M0.1%-61.3%0.432%
2/6/2026 Envestnet Portfolio Solutions Inc.156,818$9.03M0.0%-2.8%1.901%
2/4/2026World Investment Advisors4,164$224K0.0%N/A0.050%
2/3/2026 MGO One Seven LLC4,019$231K0.0%-7.4%0.049%
2/3/2026 RFG Advisory LLC4,899$282K0.0%N/A0.059%
2/2/2026One Wealth Advisors LLC18,866$1.09M0.1%+5.0%0.229%
1/28/2026 Trademark Financial Management LLC9,696$558K0.3%+3.1%0.118%
1/27/2026 Horst & Graben Wealth Management LLC13,452$775K0.1%+2.8%0.163%
1/26/2026 Merit Financial Group LLC7,339$423K0.0%+22.9%0.089%
1/26/2026CWM LLC43,144$2.49M0.0%-2.0%0.523%
1/26/2026 PFG Investments LLC9,887$569K0.0%+47.5%0.120%
1/23/2026 Farther Finance Advisors LLC2,495$144K0.0%+210.7%0.030%
1/23/2026 Natural Investments LLC10,101$581K0.1%+3.8%0.122%
1/23/2026 Assetmark Inc.11,258$648K0.0%-6.6%0.136%
1/16/2026 MRA Advisory Group5,861$338K0.1%N/A0.071%
1/16/2026Perigon Wealth Management LLC17,115$986K0.0%+25.7%0.207%
1/16/2026 SigFig Wealth Management LLC7,075$408K0.0%-5.9%0.086%
1/15/2026 Brookstone Capital Management6,202$357K0.0%+6.6%0.075%
1/5/2026 Park Avenue Securities LLC57,974$3.34M0.0%-1.5%0.716%
1/1/2026JPMorgan Chase & Co.103,696$5.36M0.0%N/A1.338%
11/18/2025Advisory Services Network LLC633$33K0.0%N/A0.008%
11/17/2025United Capital Financial Advisors LLC11,288$583K0.0%N/A0.146%
11/17/2025Susquehanna International Group LLP4,269$221K0.0%-30.7%0.055%
11/17/2025Mariner LLC8,900$460K0.0%N/A0.115%
11/17/2025Citadel Advisors LLC15,541$803K0.0%-62.7%0.201%
11/14/2025Equitable Holdings Inc.13,553$700K0.0%N/A0.175%
11/14/2025Comerica Bank865$45K0.0%N/A0.011%
11/13/2025 GeoWealth Management LLC7,835$405K0.0%N/A0.101%
11/12/2025Orion Porfolio Solutions LLC12,321$637K0.0%N/A0.159%
11/10/2025 JFS Wealth Advisors LLC840$43K0.0%N/A0.011%
11/10/2025Cozad Asset Management Inc.8,400$434K0.0%+64.7%0.108%
11/10/2025 EverSource Wealth Advisors LLC3,043$157K0.0%N/A0.039%
11/10/2025OneDigital Investment Advisors LLC13,622$704K0.0%N/A0.176%
11/7/2025JPMorgan Chase & Co.103,696$5.36M0.0%N/A1.338%
11/6/2025 Assetmark Inc.12,051$623K0.0%N/A0.155%
11/5/2025 Envestnet Asset Management Inc.741,994$38.33M0.0%N/A9.574%
11/4/2025Thrivent Financial for Lutherans17,510$905K0.0%N/A0.226%
11/3/2025Investor s Fiduciary Advisor Network LLC5,762$297K0.1%N/A0.074%
11/3/2025One Wealth Advisors LLC17,963$928K0.1%N/A0.232%
10/31/2025 PFG Investments LLC6,701$346K0.0%N/A0.086%
10/30/2025 Envestnet Portfolio Solutions Inc.161,313$8.33M0.0%N/A2.081%
10/30/2025 3EDGE Asset Management LP91,929$4.75M0.3%+20.5%1.186%
10/30/2025 Bailard Inc.8,000$413K0.0%N/A0.103%
10/24/2025 MGO One Seven LLC4,339$224K0.0%N/A0.057%
10/23/2025 Park Avenue Securities LLC58,883$3.04M0.0%N/A0.775%
10/22/2025 Commonwealth Equity Services LLC215,256$11.12M0.0%+16.4%2.832%
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10/21/2025 SigFig Wealth Management LLC7,516$385K0.0%N/A0.099%
10/20/2025 Merit Financial Group LLC5,972$309K0.0%N/A0.077%
10/17/2025 Trademark Financial Management LLC9,407$486K0.3%+38.3%0.124%
10/17/2025Perigon Wealth Management LLC13,617$703K0.0%N/A0.179%
10/16/2025 Horst & Graben Wealth Management LLC13,087$676K0.1%N/A0.172%
10/15/2025CWM LLC44,046$2.28M0.0%N/A0.580%
10/15/2025 Brookstone Capital Management5,819$301K0.0%N/A0.079%
10/14/2025 Farther Finance Advisors LLC803$41K0.0%N/A0.011%
10/10/2025 Natural Investments LLC9,728$502K0.1%+17.5%0.131%
10/10/2025 Sharkey Howes & Javer11,228$580K0.1%N/A0.152%


FGDL Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 institutional investors and hedge funds held shares of Franklin Responsibly Sourced Gold ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($38.33M), LPL Financial LLC ($14.94M), Commonwealth Equity Services LLC ($12.84M), Envestnet Portfolio Solutions Inc. ($9.03M), JPMorgan Chase & Co. ($6.19M), Eastern Bank ($5.89M), and Jane Street Group LLC ($3.52M).Learn more on Franklin Responsibly Sourced Gold ETF's institutional investors.

Of the 67 institutional investors that purchased Franklin Responsibly Sourced Gold ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($741.99K), JPMorgan Chase & Co. ($211.20K), Commonwealth Equity Services LLC ($163.95K), Envestnet Portfolio Solutions Inc. ($161.31K), Eastern Bank ($110.44K), Jane Street Group LLC ($66.35K), and LPL Financial LLC ($60.07K).

Institutional investors have bought a total of 1,800,473 shares in the last 24 months. This purchase volume represents approximately $94.32M in transactions.

Of the 21 institutional investors that sold Franklin Responsibly Sourced Gold ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($237.20K), 3EDGE Asset Management LP ($56.32K), Cetera Investment Advisers ($34.77K), Citadel Advisors LLC ($26.14K), Janney Montgomery Scott LLC ($10.85K), Horst & Graben Wealth Management LLC ($8.66K), and Assetmark Inc. ($7.63K).

Institutional investors have sold a total of 406,117 shares in the last 24 months. This volume of shares sold represents approximately $22.01M in transactions.



Institutional ownership data for NYSEARCA:FGDL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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