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 164 institutions that hold shares in the stock, with a total of 4.59 Million shares, which have been reported (via 13F filing form) to have a value of $562 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
363,575
shares
|
$44.5 Million
0.0% of portfolio
|
Q4 2024
Added 156.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
307,633
shares
|
$37.7 Million
0.01% of portfolio
|
Q4 2024
Added 33.04%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
280,128
shares
|
$34.3 Million
0.43% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
272,567
shares
|
$33.4 Million
2.84% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
244,589
shares
|
$30 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
236,631
shares
|
$29 Million
0.02% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
206,567
shares
|
$25.3 Million
0.2% of portfolio
|
Q4 2024
Added 8256.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
198,113
shares
|
$24.3 Million
0.01% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
185,056
shares
|
$22.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
146,293
shares
|
$17.9 Million
5.21% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
128,289
shares
|
$15.7 Million
0.04% of portfolio
|
Q4 2024
Added 42.56%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
119,510
shares
|
$14.6 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
115,525
shares
|
$14.1 Million
0.66% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
115,454
shares
|
$14.1 Million
8.89% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
84,823
shares
|
$10.4 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
80,587
shares
|
$9.87 Million
5.26% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
77,565
shares
|
$9.5 Million
2.58% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
68,279
shares
|
$8.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
66,945
shares
|
$8.2 Million
3.22% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
60,538
shares
|
$7.41 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
57,678
shares
|
$7.06 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
57,171
shares
|
$7 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
51,561
shares
|
$6.31 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
51,352
shares
|
$6.29 Million
0.15% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Castellan Group
Louisville, KY |
Jan 29, 2025 Q4 2024 |
49,197
shares
|
$6.02 Million
2.37% of portfolio
|
Q4 2024
Reduced 9.12%
|