Latest Institutional Transactions on Franklin Templeton Holdings Trust (FGLD)
This table provides information on the latest institutional transactions involving Franklin Templeton Holdings Trust (FGLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.45KNew |
N/A
|
4.45K
$0
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.16KNew |
N/A
|
6.16K
$0
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
173New |
N/A
|
173
$0
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
9+ 10.98% |
N/A
|
91
$0
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.72KNew |
N/A
|
2.72K
$0
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.91KNew |
N/A
|
7.91K
$0
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.7KNew |
N/A
|
41.7K
$0
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-111K- 94.87% |
N/A
|
6.01K
$0
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
800New |
N/A
|
800
$0
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.62K- 81.9% |
N/A
|
2.13K
$0
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.5K+ 158.34% |
N/A
|
17.2K
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71K+ 2.71% |
N/A
|
64.8K
$0
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.1KNew |
N/A
|
5.1K
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
156+ 222.86% |
N/A
|
226
$0
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$0
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.3K+ 14.42% |
N/A
|
185K
$0
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
13.9K+ 22.35% |
N/A
|
76.3K
$0
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
537+ 8.57% |
N/A
|
6.8K
$0
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.78K+ 34.64% |
N/A
|
10.8K
$0
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
SELL
|
- |
-160- 1.9% |
N/A
|
8.28K
$0
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
220New |
N/A
|
220
$0
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
N/A
|
50
$0
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.14KNew |
N/A
|
6.14K
$0
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5.24KNew |
N/A
|
5.24K
$0
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.14KNew |
N/A
|
1.14K
$0
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.1KNew |
N/A
|
6.1K
$0
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.54KNew |
N/A
|
9.54K
$0
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
792New |
N/A
|
792
$0
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
73New |
N/A
|
73
$0
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.66KNew |
N/A
|
1.66K
$0
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
588+ 2.09% |
N/A
|
28.7K
$0
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.3M- 62.35% |
$0 - $35.6M
|
785K
$0
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.6K- 4.57% |
$0 - $154K
|
117K
$0
|