FGDL Institutional Ownership & Shareholders
FRANKLIN RESP SOURCED GOLD (FGDL) is currently held by 89 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $90.44M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of FGDL tracked by InsiderSet, reporting ownership valued at approximately $13.90M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.68M, representing an estimated loss of -1.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed FGDL value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in FRANKLIN RESP SOURCED GOLD (FGDL).
This page ranks the largest institutional FGDL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
89
Total Reported Value
$90.44M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$13.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.00% | 260,398 | $13,897,441 | $13,681,675 | -$215,766 | -1.55% | |
| Lpl Financial Llc | 0.00% | 203,216 | $10,845,611 | $10,677,253 | -$168,358 | -1.55% | |
| Commonwealth Equity Services, Llc | 0.01% | 184,274 | $10,184,450 | $9,682,014 | -$502,436 | -4.93% | |
| Wbi Investments, Llc | 1.63% | 123,353 | $6,583,353 | $6,481,139 | -$102,214 | -1.55% | |
| Eastern Bank | 0.10% | 118,876 | $6,570,051 | $6,245,911 | -$324,140 | -4.93% | |
| Jane Street Group, Llc | 0.00% | 102,675 | $5,479,765 | $5,394,688 | -$85,077 | -1.55% | |
| Clarity Asset Management, Inc. | 1.98% | 73,441 | $4,059,108 | $3,858,693 | -$200,415 | -4.94% | |
| Maridea Wealth Management Llc | 0.30% | 50,891 | $2,716,053 | $2,673,884 | -$42,169 | -1.55% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 49,130 | $2,622,068 | $2,581,359 | -$40,709 | -1.55% | |
| 3Edge Asset Management, Lp | 0.11% | 44,651 | $2,467,772 | $2,346,026 | -$121,746 | -4.93% | |
| Jpmorgan Chase & Co | 0.00% | 44,762 | $2,389,883 | $2,351,858 | -$38,025 | -1.59% | |
| Flow Traders U.S. Llc | 0.08% | 36,859 | $1,967,000 | $1,936,623 | -$30,377 | -1.54% | |
| Federation Des Caisses Desjardins Du Quebec | 0.01% | 32,936 | $1,760,429 | $1,730,504 | -$29,925 | -1.70% | |
| Osaic Holdings, Inc. | 0.00% | 29,941 | $1,597,890 | $1,573,142 | -$24,748 | -1.55% | |
| Cetera Investment Advisers | 0.00% | 29,426 | $1,570,439 | $1,546,083 | -$24,356 | -1.55% | |
| Cwm, Llc | 0.00% | 13,077 | $812,997 | $687,084 | -$125,913 | -15.49% | |
| Citadel Advisors Llc | 0.00% | 15,102 | $805,994 | $793,480 | -$12,514 | -1.55% | |
| Pfg Investments, Llc | 0.03% | 14,855 | $792,811 | $780,502 | -$12,309 | -1.55% | |
| Mml Investors Services, Llc | 0.00% | 13,087 | $698,453 | $687,609 | -$10,844 | -1.55% | |
| Trademark Financial Management, Llc | 0.27% | 11,944 | $660,122 | $627,554 | -$32,568 | -4.93% | |
| Natural Investments, Llc | 0.12% | 10,101 | $539,000 | $530,721 | -$8,279 | -1.54% | |
| Mason & Associates Inc | 0.08% | 8,987 | $479,636 | $472,190 | -$7,446 | -1.55% | |
| Cozad Asset Management Inc | 0.03% | 8,800 | $469,656 | $462,364 | -$7,292 | -1.55% | |
| One Wealth Advisors, Llc | 0.05% | 8,697 | $464,159 | $456,953 | -$7,206 | -1.55% | |
| Raymond James Financial Inc | 0.00% | 8,586 | $458,234 | $451,120 | -$7,114 | -1.55% | |
| Bailard, Inc. | 0.01% | 8,000 | $442,145 | $420,331 | -$21,814 | -4.93% | |
| Sonoma Allocations Llc | 0.14% | 8,073 | $438,404 | $424,167 | -$14,237 | -3.25% | |
| Thrivent Financial For Lutherans | 0.00% | 8,211 | $438,000 | $431,417 | -$6,583 | -1.50% | |
| Royal Bank Of Canada | 0.00% | 8,141 | $434,000 | $427,740 | -$6,260 | -1.44% | |
| Essex Financial Services, Inc. | 0.02% | 8,106 | $432,630 | $425,901 | -$6,729 | -1.56% | |
| Avise Financial Cooperative, Inc. | 0.31% | 8,088 | $431,657 | $424,955 | -$6,702 | -1.55% | |
| Vise Technologies, Inc. | 0.00% | 7,789 | $430,483 | $409,245 | -$21,238 | -4.93% | |
| Basso Capital Management, L.P. | 0.10% | 7,400 | $408,984 | $388,806 | -$20,178 | -4.93% | |
| Oneascent Financial Services Llc | 0.02% | 7,564 | $403,691 | $397,423 | -$6,268 | -1.55% | |
| Perigon Wealth Management, Llc | 0.01% | 7,293 | $403,070 | $383,184 | -$19,886 | -4.93% | |
| Hrt Financial Lp | 0.00% | 6,551 | $349,000 | $344,199 | -$4,801 | -1.38% | |
| Sax Wealth Advisors, Llc | 0.01% | 6,226 | $344,099 | $327,123 | -$16,976 | -4.93% | |
| Janney Montgomery Scott Llc | 0.00% | 6,001 | $320,000 | $315,301 | -$4,699 | -1.47% | |
| Brookstone Capital Management | 0.00% | 5,771 | $318,952 | $303,216 | -$15,736 | -4.93% | |
| Assetmark, Inc | 0.00% | 5,713 | $315,747 | $300,169 | -$15,578 | -4.93% | |
| Geowealth Management, Llc | 0.01% | 5,890 | $314,347 | $309,469 | -$4,878 | -1.55% | |
| Orion Porfolio Solutions, Llc | 0.00% | 5,630 | $300,473 | $295,808 | -$4,665 | -1.55% | |
| Equitable Holdings, Inc. | 0.00% | 5,478 | $292,361 | $287,822 | -$4,539 | -1.55% | |
| Onedigital Investment Advisors Llc | 0.00% | 5,430 | $289,799 | $285,300 | -$4,499 | -1.55% | |
| Kestra Advisory Services, Llc | 0.00% | 4,642 | $256,555 | $243,897 | -$12,658 | -4.93% | |
| Horst & Graben Wealth Management Llc | 0.03% | 4,553 | $251,636 | $239,221 | -$12,415 | -4.93% | |
| Sharkey, Howes & Javer | 0.03% | 4,415 | $244,009 | $231,970 | -$12,039 | -4.93% | |
| Mra Advisory Group | 0.09% | 4,307 | $238,040 | $226,296 | -$11,744 | -4.93% | |
| Great Valley Advisor Group, Inc. | 0.00% | 4,306 | $229,997 | $226,243 | -$3,754 | -1.63% | |
| Merit Financial Group, Llc | 0.00% | 3,800 | $202,806 | $199,657 | -$3,149 | -1.55% |
Frequently asked questions about FGDL
Who are the largest institutional holders of FGDL?
The largest institutional holders of FGDL reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Lpl Financial Llc, Commonwealth Equity Services, Llc, Wbi Investments, Llc, and Eastern Bank. InsiderSet ranks institutional holders by their latest reported FGDL position.
What is FGDL institutional ownership?
This page tracks FGDL positions reported by institutional investment managers through SEC Form 13F. FRANKLIN RESP SOURCED GOLD (FGDL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FGDL?
InsiderSet currently tracks 89 institutional managers reporting FGDL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FGDL shareholders.
How much FGDL stock do institutions own?
Institutional investment managers disclosed approximately $90.44M in FGDL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FGDL institutional ownership last updated?
The latest FGDL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FGDL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FGDL position after the reporting date.
Are institutions buying or selling FGDL?
Institutional buying and selling can be analyzed by comparing FGDL positions across consecutive 13F reporting periods. InsiderSet's FGDL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FGDL ownership changes.
How has FGDL institutional ownership changed over time?
InsiderSet tracks FGDL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.