JFS WEALTH ADVISORS, LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1568068
HERMITAGE, PA
Position in FGDL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$16,224
+$620 QoQ
Shares Held
304
+21.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 96 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FGDL Over Time
Shares Held
Position Value (USD)
All Filings in FGDL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,224 | 304 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $15,604 | 251 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $44,582 | 774 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $43,394 | 840 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||