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 166 institutions that hold shares in the stock, with a total of 4.51 Million shares, which have been reported (via 13F filing form) to have a value of $601 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 |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
363,575
shares
|
$48.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
307,633
shares
|
$40.9 Million
0.01% of portfolio
|
Q4 2024
Added 33.04%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
275,242
shares
|
$36.6 Million
2.87% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
244,589
shares
|
$32.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
236,631
shares
|
$31.5 Million
0.02% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
230,342
shares
|
$30.7 Million
0.42% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
198,113
shares
|
$26.4 Million
0.01% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
191,511
shares
|
$25.5 Million
0.05% of portfolio
|
Q1 2025
Added 39.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
190,178
shares
|
$25.3 Million
0.21% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
148,754
shares
|
$19.8 Million
6.18% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
128,289
shares
|
$17.1 Million
0.04% of portfolio
|
Q4 2024
Added 42.56%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
116,519
shares
|
$15.5 Million
0.71% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
110,717
shares
|
$14.7 Million
9.98% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
85,575
shares
|
$11.4 Million
0.66% of portfolio
|
Q1 2025
Added 2486.13%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
84,823
shares
|
$11.3 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
77,823
shares
|
$10.4 Million
0.03% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
77,565
shares
|
$10.3 Million
2.58% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
76,326
shares
|
$10.2 Million
5.63% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
66,945
shares
|
$8.91 Million
3.22% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
66,239
shares
|
$8.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
59,457
shares
|
$7.91 Million
1.8% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
58,648
shares
|
$7.8 Million
3.27% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
56,955
shares
|
$7.58 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
51,561
shares
|
$6.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
51,352
shares
|
$6.83 Million
0.15% of portfolio
|
Q4 2023
Reduced 2.0%
|