Purchases and Sales Made in Q4 2025 in Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR) during Q4 2025. The information is specifically focused on institutions that hold shares of abrdn Precious Metals Basket ETF Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
21.5KNew |
$3.55M - $4.05M
|
21.5K
$3.79M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.37K+ 26.5% |
$1.39M - $1.58M
|
40K
$7.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
3.75KNew |
$620K - $707K
|
3.75K
$661K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.47K+ 1.74% |
$573K - $654K
|
202K
$35.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
3.4KNew |
$563K - $642K
|
3.4K
$600K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.29K+ 104.24% |
$545K - $621K
|
6.45K
$1.14M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2.43KNew |
$401K - $458K
|
2.43K
$428K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.38KNew |
$393K - $448K
|
2.38K
$419K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.14KNew |
$354K - $403K
|
2.14K
$377K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.71K+ 63.38% |
$283K - $323K
|
4.41K
$778K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.54KNew |
$254K - $290K
|
1.54K
$271K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.38KNew |
$228K - $259K
|
1.38K
$243K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.37KNew |
$227K - $259K
|
1.37K
$242K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.21K+ 19.06% |
$200K - $228K
|
7.54K
$1.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.14KNew |
$188K - $215K
|
1.14K
$201K
|
|
|
Jan 23, 2026
Q4 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.11KNew |
$184K - $209K
|
1.11K
$196K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 17.04% |
$182K - $208K
|
7.56K
$1.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1KNew |
$165K - $189K
|
1K
$176K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
672+ 4.26% |
$111K - $127K
|
16.4K
$2.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
490+ 382.81% |
$81.1K - $92.4K
|
618
$109K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
423+ 11.9% |
$70K - $79.8K
|
3.98K
$702K
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
228+ 15.6% |
$37.7K - $43K
|
1.69K
$298K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
192+ 0.58% |
$31.8K - $36.2K
|
33.1K
$5.85M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
182New |
$30.1K - $34.3K
|
182
$32.1K
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
90+ 3.08% |
$14.9K - $17K
|
3.01K
$531K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
70+ 5.41% |
$11.6K - $13.2K
|
1.36K
$241K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
65+ 3.89% |
$10.8K - $12.3K
|
1.74K
$307K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
51+ 0.55% |
$8.44K - $9.62K
|
9.32K
$1.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20New |
$3.31K - $3.77K
|
20
$3.53K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
11New |
$1.82K - $2.08K
|
11
$1.94K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-20- 0.57% |
$3.31K - $3.77K
|
3.5K
$618K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-55- 64.71% |
$9.1K - $10.4K
|
30
$5.29K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-69- 0.37% |
$11.4K - $13K
|
18.5K
$3.27M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-80- 2.57% |
$13.2K - $15.1K
|
3.04K
$536K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-95- 4.92% |
$15.7K - $17.9K
|
1.83K
$324K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-164- 13.55% |
$27.1K - $30.9K
|
1.05K
$185K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-285- 5.06% |
$47.2K - $53.8K
|
5.35K
$944K
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-339- 4.66% |
$56.1K - $64K
|
6.94K
$1.22M
|
|
|
Jan 22, 2026
Q4 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-731- 12.6% |
$121K - $138K
|
5.07K
$895K
|
|
|
Jan 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-881- 4.46% |
$146K - $166K
|
18.9K
$3.33M
|
|
|
Jan 22, 2026
Q4 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.62K- 2.19% |
$268K - $305K
|
72.4K
$12.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.39K- 11.22% |
$560K - $639K
|
26.8K
$4.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-4.53K- 10.65% |
$749K - $854K
|
38K
$6.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Solitude Financial Services
|
SELL
|
- |
-15.7K- 26.64% |
$2.6M - $2.96M
|
43.2K
$7.63M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-17.8K- 21.51% |
$2.94M - $3.35M
|
64.9K
$11.4M
|
|