Perigon Wealth Management, LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1575239
SAN FRANCISCO, CA
Position in FGDL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$430,909
-$87,775 QoQ
Shares Held
8,074
-3.2% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#32
of 96 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
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 | $430,909 | 8,074 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $518,684 | 8,343 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $985,824 | 17,115 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $703,454 | 13,617 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||