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 4.61 Million shares, which have been reported (via 13F filing form) to have a value of $655 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 |
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
2,705
shares
|
$384,110
0.01% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
2,698
shares
|
$383,116
0.07% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
2,600
shares
|
$369,200
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
2,556
shares
|
$362,952
0.05% of portfolio
|
Q2 2025
Reduced 95.51%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,552
shares
|
$362,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,400
shares
|
$340,800
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Aug 14, 2025 Q2 2025 |
2,378
shares
|
$337,676
0.0% of portfolio
|
Q2 2025
Added 18.84%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
2,364
shares
|
$335,688
0.2% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
2,270
shares
|
$322,340
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,133
shares
|
$302,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
2,118
shares
|
$300,756
0.02% of portfolio
|
Q2 2025
Reduced 42.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,105
shares
|
$298,910
0.0% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
2,082
shares
|
$295,644
0.11% of portfolio
|
Q2 2025
Reduced 65.76%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,050
shares
|
$291,100
0.03% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
2,039
shares
|
$289,538
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$284,000
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,935
shares
|
$274,770
0.01% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
1,930
shares
|
$274,060
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,927
shares
|
$273,634
0.0% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,906
shares
|
$270,652
0.0% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
1,822
shares
|
$258,724
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
1,797
shares
|
$255,174
0.01% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
1,786
shares
|
$253,612
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,784
shares
|
$253,328
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
1,758
shares
|
$249,636
0.05% of portfolio
|
Q2 2025
Reduced 8.96%
|