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 208 institutions that hold shares in the stock, with a total of 5.49 Million shares, which have been reported (via 13F filing form) to have a value of $970 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
51,352
shares
|
$9.06 Million
0.15% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
48,736
shares
|
$8.6 Million
1.75% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
46,469
shares
|
$8.2 Million
0.0% of portfolio
|
Q3 2025
Added 37.71%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
46,086
shares
|
$8.13 Million
2.57% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
45,625
shares
|
$8.05 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
45,020
shares
|
$7.94 Million
4.88% of portfolio
|
Q3 2025
Reduced 25.41%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
43,891
shares
|
$7.75 Million
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Castellan Group
Louisville, KY |
Oct 23, 2025 Q3 2025 |
42,510
shares
|
$7.5 Million
8.24% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
39,081
shares
|
$6.9 Million
0.01% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
37,688
shares
|
$6.65 Million
0.01% of portfolio
|
Q3 2025
Added 39.08%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
36,004
shares
|
$6.35 Million
0.48% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
35,243
shares
|
$6.22 Million
0.02% of portfolio
|
Q3 2025
Added 24.03%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
32,936
shares
|
$5.81 Million
1.24% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
31,602
shares
|
$5.58 Million
0.23% of portfolio
|
Q3 2025
Added 683.59%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
30,194
shares
|
$5.33 Million
4.91% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
29,533
shares
|
$5.21 Million
0.01% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,098
shares
|
$5.13 Million
0.0% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
28,827
shares
|
$5.09 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
27,155
shares
|
$4.79 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
26,621
shares
|
$4.7 Million
1.24% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
26,223
shares
|
$4.63 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
25,074
shares
|
$4.42 Million
0.0% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
24,091
shares
|
$4.25 Million
0.36% of portfolio
|
Q3 2025
Added 1744.64%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
20,936
shares
|
$3.69 Million
2.62% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
19,736
shares
|
$3.48 Million
0.92% of portfolio
|
Q3 2025
New holding
|
|