OneDigital Investment Advisors LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1690370
OVERLAND PARK, KS
Position in FGDL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$289,799
-$94,535 QoQ
Shares Held
5,430
-12.2% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#44
of 96 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
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 | $289,799 | 5,430 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $384,334 | 6,182 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $841,248 | 14,605 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $703,712 | 13,622 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||