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 168 institutions that hold shares in the stock, with a total of 4.69 Million shares, which have been reported (via 13F filing form) to have a value of $611 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,767
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2024
Reduced 63.29%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
9,422
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,284
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
8,964
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
8,711
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 16.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,156
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
7,966
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.96%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
7,413
shares
|
$965,988
0.01% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
7,289
shares
|
$949,829
0.17% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
7,147
shares
|
$931,325
0.06% of portfolio
|
Q4 2024
Added 32.77%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
6,966
shares
|
$907,739
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,631
shares
|
$864,085
0.07% of portfolio
|
Q4 2022
Added 1.8%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
6,498
shares
|
$846,754
0.4% of portfolio
|
Q4 2024
Reduced 14.51%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,318
shares
|
$823,298
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
5,869
shares
|
$764,789
0.0% of portfolio
|
Q4 2024
Added 29.79%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
5,861
shares
|
$763,746
0.42% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
5,767
shares
|
$751,497
0.29% of portfolio
|
Q1 2024
Reduced 6.23%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,729
shares
|
$746,545
0.06% of portfolio
|
Q1 2025
Reduced 43.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
5,308
shares
|
$691,685
0.0% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
5,145
shares
|
$670,444
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,101
shares
|
$664,711
0.0% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
5,026
shares
|
$654,938
0.04% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
5,009
shares
|
$652,722
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
4,941
shares
|
$643,861
0.08% of portfolio
|
Q3 2024
Reduced 23.64%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,828
shares
|
$629,136
0.25% of portfolio
|
Q4 2024
Reduced 0.74%
|