Horst & Graben Wealth Management LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1818207
PORTLAND, OR
Position in FGDL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$256,282
-$41,823 QoQ
Shares Held
4,802
+0.1% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#46
of 96 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,282 | 4,802 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $298,105 | 4,795 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $774,835 | 13,452 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $676,074 | 13,087 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||