UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1463217
IRVING, TX
Position in FGDL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$233,759
-$428,756 QoQ
Shares Held
3,760
-67.3% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FGDL Over Time
Shares Held
Position Value (USD)
All Filings in FGDL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,759 | 3,760 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $662,515 | 11,502 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $583,138 | 11,288 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||