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 191 institutions that hold shares in the stock, with a total of 4.8 Million shares, which have been reported (via 13F filing form) to have a value of $681 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
48,719
shares
|
$6.92 Million
2.41% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
46,204
shares
|
$6.56 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
42,974
shares
|
$6.1 Million
0.0% of portfolio
|
Q2 2025
Added 1.74%
|
|
Castellan Group
Louisville, KY |
Jul 24, 2025 Q2 2025 |
41,837
shares
|
$5.94 Million
8.15% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
38,467
shares
|
$5.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
36,004
shares
|
$5.11 Million
0.48% of portfolio
|
Q1 2023
New holding
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
33,743
shares
|
$4.79 Million
0.0% of portfolio
|
Q2 2025
Added 1.07%
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
32,216
shares
|
$4.57 Million
4.6% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
29,225
shares
|
$4.15 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,098
shares
|
$4.13 Million
0.0% of portfolio
|
Q3 2024
Added 19.26%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
29,031
shares
|
$4.12 Million
0.1% of portfolio
|
Q2 2025
Added 0.13%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
28,415
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
Added 26.38%
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
27,921
shares
|
$3.96 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
27,099
shares
|
$3.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
26,013
shares
|
$3.69 Million
1.12% of portfolio
|
Q2 2025
Added 18.19%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
25,816
shares
|
$3.67 Million
0.0% of portfolio
|
Q2 2025
Added 4.42%
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
20,936
shares
|
$2.97 Million
2.62% of portfolio
|
Q4 2024
Added 12.42%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
20,579
shares
|
$2.92 Million
0.01% of portfolio
|
Q2 2025
Added 30.79%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
19,420
shares
|
$2.76 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
18,229
shares
|
$2.59 Million
0.48% of portfolio
|
Q2 2025
Added 1.52%
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
18,179
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2025
Added 3.55%
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
14,066
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
Added 64.23%
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
13,580
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
13,169
shares
|
$1.87 Million
0.38% of portfolio
|
Q1 2025
Reduced 12.64%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
12,187
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Added 472.43%
|