FRANKLIN RESP SOURCED GOLD (FGDL) Institutional Ownership Changes & 13F Activity

FRANKLIN RESP SOURCED GOLD (FGDL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Commonwealth Equity Services, Llc, Cetera Investment Advisers, Jane Street Group, Llc, Mml Investors Services, Llc, and Federation Des Caisses Desjardins Du Quebec.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Osbon Capital Management LlcBuy+476—476$27.42KQ4 2025Mar 16, 2026
Sonoma Allocations LlcBuy+4,874—4,874$303.43KQ4 2025Feb 23, 2026
Raymond James Financial IncBuy+15,851—15,851$913.02KQ4 2025Feb 18, 2026
Cetera Investment AdvisersBuy+61,356—61,356$3.53MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+28,033—28,033$1.61MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+16,201—16,201$933.18KQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+13,067—13,067$752.66KQ4 2025Feb 17, 2026
United Capital Financial Advisors, LlcBuy+11,502—11,502$662.53KQ4 2025Feb 17, 2026
Geowealth Management, LlcBuy+9,041—9,041$520.76KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+4,889—4,889$282.00KQ4 2025Feb 17, 2026
Fmr LlcBuy+2,596—2,596$149.54KQ4 2025Feb 17, 2026
Davis Wealth Advisors, LlcBuy+1,266+22.9%6,801$391.74KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+484—484$27.88KQ4 2025Feb 17, 2026
Mml Investors Services, LlcBuy+34,381—34,381$1.98MQ4 2025Feb 13, 2026
Onedigital Investment Advisors LlcBuy+14,605—14,605$841.25KQ4 2025Feb 13, 2026
Openarc Corporate Advisory, LlcBuy+3,614—3,614$208.17KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+1,562—1,562$89.97KQ4 2025Feb 13, 2026
Arax Advisory PartnersBuy+1,500—1,500$86.40KQ4 2025Feb 13, 2026
Clarity Asset Management, Inc.Buy+830—830$47.81KQ4 2025Feb 13, 2026
Transamerica Financial Advisors, LlcBuy+644—644$37.09KQ4 2025Feb 13, 2026
Morgan StanleyBuy+500—500$28.80KQ4 2025Feb 13, 2026
Financial Network Wealth Advisors LlcBuy+221—221$12.73KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+180—180$10.37KQ4 2025Feb 13, 2026
Gen-Wealth Partners IncBuy+88—88$5.07KQ4 2025Feb 13, 2026
Kilter Group LlcSell-12-14.0%74$4.26KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+222,988—222,988$12.84MQ4 2025Feb 12, 2026
Jane Street Group, LlcBuy+61,162—61,162$3.52MQ4 2025Feb 12, 2026
Federation Des Caisses Desjardins Du QuebecBuy+30,182—30,182$1.72MQ4 2025Feb 12, 2026
Orion Porfolio Solutions, LlcBuy+9,168—9,168$528.08KQ4 2025Feb 12, 2026
Investor'S Fiduciary Advisor Network, LlcBuy+5,795—5,795$333.00KQ4 2025Feb 12, 2026
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Frequently asked questions about FGDL activity

  • Which institutional owners are buying FGDL?

    Institutional owners buying FGDL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FGDL activity?

    "Buy" means an investor increased their reported position in FGDL compared to the prior reporting period. This reflects growing exposure to FRANKLIN RESP SOURCED GOLD (FGDL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FGDL increasing?

    Institutional interest in FGDL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.