Latest Institutional Transactions on Franklin Templeton Holdings Trust (FGLD)
This table provides information on the latest institutional transactions involving Franklin Templeton Holdings Trust (FGLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.97KNew |
N/A
|
5.97K
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
95New |
N/A
|
95
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.6K+ 38.28% |
N/A
|
9.41K
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13.1KNew |
N/A
|
13.1K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
44KNew |
N/A
|
44K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.82KNew |
N/A
|
5.82K
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
803New |
N/A
|
803
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 2.74% |
N/A
|
75
$0
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$0
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
1.45K+ 17.46% |
N/A
|
9.73K
$0
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
19+ 0.31% |
N/A
|
6.16K
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
800New |
N/A
|
800
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.91KNew |
N/A
|
7.91K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.72KNew |
N/A
|
2.72K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
173New |
N/A
|
173
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.5K+ 158.34% |
N/A
|
17.2K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
156+ 222.86% |
N/A
|
226
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
220New |
N/A
|
220
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
N/A
|
50
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5.24KNew |
N/A
|
5.24K
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.54KNew |
N/A
|
9.54K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
792New |
N/A
|
792
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.66KNew |
N/A
|
1.66K
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.3M- 62.35% |
$0 - $35.6M
|
785K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.6K- 4.57% |
$0 - $154K
|
117K
$0
|
|