Envestnet Portfolio Solutions, Inc.
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1998033
BERWYN, PA
Position in FGDL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,622,068
-$339,648 QoQ
Shares Held
49,130
+3.1% QoQ
Ownership
0.634%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#9
of 96 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $2,622,068 | 49,130 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,961,716 | 47,639 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,032,716 | 156,818 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,333,429 | 161,313 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||