GREAT VALLEY ADVISOR GROUP, INC.
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1769897
WILMINGTON, DE
Position in FGDL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$311,285
+$73,570 QoQ
Shares Held
5,007
+21.3% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FGDL Over Time
Shares Held
Position Value (USD)
All Filings in FGDL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||