Institutional Ownership Franklin Templeton Holdings Trust (FGLD)
This table provides information about the institutional ownership of Franklin Templeton Holdings Trust (FGLD). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
11,288
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
11,228
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
9,728
shares
|
$0
0.12% of portfolio
|
Q3 2025
Added 17.46%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
9,407
shares
|
$0
0.28% of portfolio
|
Q3 2025
Added 38.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,900
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
8,400
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 64.71%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
8,000
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,835
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
7,516
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
6,701
shares
|
$0
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
6,161
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
5,972
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
5,819
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
5,762
shares
|
$0
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
5,236
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
4,339
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
4,269
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 30.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,867
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,043
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,511
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,481
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,400
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
865
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
840
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|