Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
200K+ 66.31% |
$24.1M - $28.3M
|
502K
$88.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
60.2K+ 77.4% |
$7.26M - $8.5M
|
138K
$24.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
50.3KNew |
$6.06M - $7.1M
|
50.3K
$8.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
29.2KNew |
$3.52M - $4.13M
|
29.2K
$5.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.1K+ 7.56% |
$2.06M - $2.41M
|
243K
$42.9M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.6KNew |
$1.64M - $1.92M
|
13.6K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 472.43% |
$1.21M - $1.42M
|
12.2K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.6K+ 2.94% |
$1.16M - $1.35M
|
336K
$59.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.95K+ 33.77% |
$837K - $981K
|
27.5K
$4.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.93K+ 26.38% |
$715K - $837K
|
28.4K
$5.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.5K+ 64.23% |
$663K - $777K
|
14.1K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.09K+ 308.8% |
$613K - $718K
|
6.74K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.85K+ 30.79% |
$584K - $684K
|
20.6K
$3.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4.09KNew |
$493K - $577K
|
4.09K
$722K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.02K+ 106.01% |
$485K - $568K
|
7.82K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4K+ 18.19% |
$482K - $565K
|
26K
$4.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.11K+ 3.97% |
$375K - $439K
|
81.4K
$14.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.08KNew |
$371K - $434K
|
3.08K
$543K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.9K+ 1.95% |
$349K - $409K
|
152K
$26.8M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.13KNew |
$257K - $301K
|
2.13K
$376K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.04KNew |
$246K - $288K
|
2.04K
$360K
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
2KNew |
$241K - $282K
|
2K
$353K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.93KNew |
$233K - $272K
|
1.93K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.91K+ 23.16% |
$230K - $269K
|
10.1K
$1.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.79KNew |
$215K - $252K
|
1.79K
$315K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.78KNew |
$215K - $252K
|
1.78K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.74KNew |
$209K - $245K
|
1.74K
$306K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.73K+ 0.9% |
$209K - $245K
|
193K
$34.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.71KNew |
$206K - $242K
|
1.71K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.61KNew |
$194K - $227K
|
1.61K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.6K+ 4848.48% |
$193K - $226K
|
1.63K
$288K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.57KNew |
$189K - $221K
|
1.57K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.56K+ 97.38% |
$188K - $220K
|
3.16K
$558K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.53KNew |
$184K - $216K
|
1.53K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.52K+ 51.98% |
$183K - $214K
|
4.44K
$784K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.5KNew |
$181K - $212K
|
1.5K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.5K+ 88.76% |
$181K - $212K
|
3.19K
$563K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.48K+ 21.37% |
$178K - $208K
|
8.39K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.42KNew |
$171K - $200K
|
1.42K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.31KNew |
$157K - $184K
|
1.31K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 2417.65% |
$149K - $174K
|
1.28K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.17K+ 14.01% |
$141K - $166K
|
9.55K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.09K+ 4.42% |
$132K - $154K
|
25.8K
$4.56M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.09K+ 4.42% |
$132K - $154K
|
25.8K
$4.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
780New |
$94K - $110K
|
780
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
737+ 1.74% |
$88.8K - $104K
|
43K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
624+ 3.55% |
$75.2K - $88.1K
|
18.2K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
576+ 19.59% |
$69.4K - $81.3K
|
3.52K
$621K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
519+ 9.25% |
$62.5K - $73.3K
|
6.13K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
402+ 16.72% |
$48.4K - $56.7K
|
2.81K
$495K
|
|