Who owns Franklin Responsibly Sourced Gold ETF (FGDL)
Which tracked institutional funds hold FGDL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FGDL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FGDL is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 17 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FGDL’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FGDL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 88 tracked filers holding FGDL, 58 increased or opened the position and 35 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FGDL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- EASTERN BANK$6M
Full exits 7
- MILLINGTON SECURITIES, LLC$8M
- FLOW TRADERS U.S. LLC$3M
- PARK AVENUE SECURITIES LLC$1M
- Independent Advisor Alliance$855K
- CWM, LLC$813K
- Cambridge Investment Research Advisors, Inc.$737K
Largest adds
- JANE STREET GROUP, LLC$2M
- Clarity Asset Management, Inc.$680K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- WBI INVESTMENTS, LLC$1M
- RAYMOND JAMES FINANCIAL INC$595K
- Avise Financial Cooperative, Inc.$595K
- CITADEL ADVISORS LLC$398K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 260,398 | $14M | 12.9% | 2026-Q2 |
| LPL Financial LLC added | 203,216 | $11M | 10.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 194,443 | $10M | 9.7% | 2026-Q2 |
| WBI INVESTMENTS, LLC trimmed | 123,353 | $7M | 6.1% | 2026-Q2 |
| EASTERN BANK new | 110,437 | $6M | 5.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 102,675 | $5M | 5.1% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 69,337 | $4M | 3.4% | 2026-Q2 |
| Maridea Wealth Management LLC added | 50,891 | $3M | 2.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 49,130 | $3M | 2.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 44,762 | $2M | 2.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 32,936 | $2M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 29,941 | $2M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers added | 29,426 | $2M | 1.5% | 2026-Q2 |
| 3EDGE Asset Management, LP trimmed | 23,304 | $1M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 15,102 | $806K | 0.7% | 2026-Q2 |
| PFG Investments, LLC added | 14,855 | $793K | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 13,087 | $698K | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 12,590 | $672K | 0.6% | 2026-Q2 |
| CARLSON FINANCIAL, INC. | 11,032 | $589K | 0.5% | 2026-Q2 |
| Trademark Financial Management, LLC added | 9,915 | $529K | 0.5% | 2026-Q2 |
| Mason & Associates Inc added | 8,987 | $480K | 0.4% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC | 8,800 | $470K | 0.4% | 2026-Q2 |
| One Wealth Advisors, LLC trimmed | 8,697 | $464K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 8,586 | $458K | 0.4% | 2026-Q2 |
| Sonoma Allocations LLC added | 8,073 | $438K | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 8,141 | $434K | 0.4% | 2026-Q2 |
| Essex Financial Services, Inc. new | 8,106 | $433K | 0.4% | 2026-Q2 |
| Avise Financial Cooperative, Inc. trimmed | 8,088 | $432K | 0.4% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 8,074 | $431K | 0.4% | 2026-Q2 |
| BAILARD, INC. | 8,000 | $427K | 0.4% | 2026-Q2 |
| OneAscent Financial Services LLC added | 7,564 | $404K | 0.4% | 2026-Q2 |
| Spinnaker Investment Group, LLC | 6,161 | $329K | 0.3% | 2026-Q2 |
| GeoWealth Management, LLC added | 5,890 | $314K | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 5,697 | $304K | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 5,630 | $300K | 0.3% | 2026-Q2 |
| ASSETMARK, INC added | 5,490 | $293K | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 5,478 | $292K | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 5,430 | $290K | 0.3% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 5,197 | $277K | 0.3% | 2026-Q2 |
| Sankala Group LLC trimmed | 4,715 | $273K | 0.3% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 4,802 | $259K | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. new | 4,778 | $255K | 0.2% | 2026-Q2 |
| Sharkey, Howes & Javer added | 4,776 | $255K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 4,686 | $250K | 0.2% | 2026-Q2 |
| MRA Advisory Group added | 4,658 | $249K | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 4,306 | $230K | 0.2% | 2026-Q2 |
| Skyline Advisors, Inc. added | 4,056 | $216K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 3,800 | $203K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 3,163 | $169K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,626 | $140K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 2,606 | $139K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 2,593 | $138K | 0.1% | 2026-Q2 |
| UBS Group AG added | 2,390 | $128K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 1,530 | $82K | 0.1% | 2026-Q2 |
| Arax Advisory Partners | 1,500 | $80K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 1,414 | $75K | 0.1% | 2026-Q2 |
| ST GERMAIN D J CO INC | 792 | $42K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 725 | $40K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 478 | $26K | 0.0% | 2026-Q2 |
| Osbon Capital Management LLC | 476 | $25K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC added | 340 | $18K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC added | 304 | $16K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 228 | $12K | 0.0% | 2026-Q2 |
| Archer Investment Corp | 226 | $12K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 210 | $11K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 184 | $10K | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. added | 170 | $9K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC new | 170 | $9K | 0.0% | 2026-Q2 |
| Gen-Wealth Partners Inc added | 143 | $8K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 93 | $5K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 79 | $4K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 77 | $4K | 0.0% | 2026-Q2 |
| ELEVATION WEALTH PARTNERS, LLC added | 76 | $4K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 73 | $4K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 72 | $4K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 44 | $3K | 0.0% | 2026-Q2 |
| First Bancorp, Inc /ME/ new | 48 | $3K | 0.0% | 2026-Q2 |
| NBT BANK, N.A. new | 38 | $2K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. added | 37 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 36 | $2K | 0.0% | 2026-Q2 |
| Kilter Group LLC added | 33 | $2K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 17 | $907 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 14 | $747 | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 12 | $649 | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 11 | $587 | 0.0% | 2026-Q2 |
| Larson Financial Group LLC new | 10 | $534 | 0.0% | 2026-Q2 |
| Key Capital Management, INC | 4 | $213 | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 3 | $160 | 0.0% | 2026-Q2 |
| MILLINGTON SECURITIES, LLC new | 124,509 | $8M | 7.2% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 55,516 | $3M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC trimmed | 18,733 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 13,750 | $855K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 13,077 | $813K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,856 | $737K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| NATURAL INVESTMENTS, LLC | 10,101 | $627K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Bank of New York Mellon Corp added | 7,603 | $438K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| SigFig Wealth Management, LLC trimmed | 7,075 | $408K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| BANK OF MONTREAL /CAN/ added | 95,205 | $5M | 4.6% | 2025-Q3 stale (3 quarters behind) |
| Mariner, LLC new | 8,900 | $460K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Financial Advocates Investment Management | 9,535 | $419K | 0.4% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.