GREAT VALLEY ADVISOR GROUP, INC.
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1769897
WILMINGTON, DE
Position in FGDL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$229,811
-$81,474 QoQ
Shares Held
4,306
-14.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#52
of 96 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,811 | 4,306 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $311,285 | 5,007 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $237,715 | 4,127 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||