Sonoma Allocations LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 2084965
SANTA ROSA, CA
Position in FGDL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$430,856
+$40,740 QoQ
Shares Held
8,073
+28.7% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#33
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 | $430,856 | 8,073 | Shares | Sole | 2026-07-08 | |
| 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. | ||||||