Institutional Ownership Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR). We have compiled data on the 156 institutions that hold shares in the stock, with a total of 3.93 Million shares, which have been reported (via 13F filing form) to have a value of $457 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
302,958
shares
|
$35 Million
0.47% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
272,567
shares
|
$31.5 Million
2.84% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
265,450
shares
|
$30.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
232,373
shares
|
$26.8 Million
0.02% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
231,233
shares
|
$26.7 Million
0.01% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
187,645
shares
|
$21.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
185,056
shares
|
$21.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
146,293
shares
|
$16.9 Million
5.21% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
141,860
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 60.06%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
119,510
shares
|
$13.8 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
115,454
shares
|
$13.3 Million
8.89% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
112,992
shares
|
$13 Million
0.73% of portfolio
|
Q3 2024
Added 722.54%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
89,990
shares
|
$10.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 45.5%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
89,782
shares
|
$10.4 Million
0.66% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
80,587
shares
|
$9.3 Million
5.26% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
77,565
shares
|
$8.95 Million
2.58% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
71,677
shares
|
$8.27 Million
3.47% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
68,549
shares
|
$7.91 Million
0.0% of portfolio
|
Q3 2024
Added 51.26%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
60,538
shares
|
$6.99 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
57,678
shares
|
$6.66 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
57,597
shares
|
$6.65 Million
1.48% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Castellan Group
Louisville, KY |
Nov 25, 2024 Q3 2024 |
54,132
shares
|
$6.25 Million
2.6% of portfolio
|
Q3 2024
Added 33.45%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
52,237
shares
|
$6.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
51,352
shares
|
$5.93 Million
0.15% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
49,401
shares
|
$5.7 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.03%
|