Physician Wealth Advisors, Inc.
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1795173
MIDVALE, UT
Position in FGDL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,072
+$742 QoQ
Shares Held
170
+26.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#75
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 | $9,072 | 170 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,330 | 134 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,147 | 72 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||