Sonoma Allocations LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 2084965
SANTA ROSA, CA
Position in FGDL
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$390,116
+$109,374 QoQ
Shares Held
6,275
+28.7% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.60%
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 | $390,116 | 6,275 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $280,742 | 4,874 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||