Perigon Wealth Management, LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1575239
SAN FRANCISCO, CA
Position in FGDL
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$518,684
-$467,140 QoQ
Shares Held
8,343
-51.3% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 16.16924367733429.ToString("F0")%
Shared 0.ToString("F0")%
None 83.8307563226657.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 | $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. | ||||||