6 institutions reported holding $6.6M of FRANKLIN RESPONSIBLY SOURCED GOLD ETF (FGDL) in SEC 13F filings for 2026-06-30. Largest institutional holders: EASTERN BANK ($5.9M), Sonoma Allocations LLC ($438,404), MRA Advisory Group ($248,597), ELEVATION WEALTH PARTNERS, LLC ($4,057), CoreCap Advisors, LLC ($3,047). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EASTERN BANK | $5.9M | 110,437 | New |
| 2 | Sonoma Allocations LLC | $438,404 | 8,073 | Added |
| 3 | MRA Advisory Group | $248,597 | 4,658 | Added |
| 4 | ELEVATION WEALTH PARTNERS, LLC | $4,057 | 76 | Added |
| 5 | CoreCap Advisors, LLC | $3,047 | 44 | Added |
| 6 | Archer Investment Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30