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 153 institutions that hold shares in the stock, with a total of 4.18 Million shares, which have been reported (via 13F filing form) to have a value of $448 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
355,214
shares
|
$37.5 Million
0.0% of portfolio
|
Q2 2024
Added 63.95%
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
335,440
shares
|
$35.4 Million
0.51% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Aug 15, 2024 Q2 2024 |
284,668
shares
|
$30.1 Million
2.88% of portfolio
|
Q2 2024
Reduced 4.25%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
273,472
shares
|
$28.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 29.42%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
209,488
shares
|
$22.1 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
209,396
shares
|
$22.1 Million
0.01% of portfolio
|
Q2 2024
Added 10.26%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
208,352
shares
|
$22 Million
0.02% of portfolio
|
Q2 2024
Added 4.19%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
194,189
shares
|
$20.5 Million
0.05% of portfolio
|
Q2 2024
Reduced 24.53%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
189,504
shares
|
$20 Million
0.01% of portfolio
|
Q2 2024
Added 5.51%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
165,129
shares
|
$17.4 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2024 Q2 2024 |
139,617
shares
|
$14.8 Million
5.11% of portfolio
|
Q2 2024
Added 3.51%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
113,027
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 24, 2024 Q2 2024 |
86,864
shares
|
$9.18 Million
5.44% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
85,675
shares
|
$9.05 Million
0.58% of portfolio
|
Q2 2024
Added 17.49%
|
|
Peak Financial Management, Inc.
|
Jul 22, 2024 Q2 2024 |
78,324
shares
|
$8.28 Million
2.62% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Solitude Financial Services
|
Jul 19, 2024 Q2 2024 |
71,540
shares
|
$7.56 Million
3.42% of portfolio
|
Q2 2024
Added 3.48%
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 23, 2024 Q2 2024 |
58,218
shares
|
$6.15 Million
1.41% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
58,110
shares
|
$6.14 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
51,451
shares
|
$5.44 Million
0.02% of portfolio
|
Q2 2024
Added 16.38%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
51,352
shares
|
$5.43 Million
0.15% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
49,415
shares
|
$5.22 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
45,318
shares
|
$4.79 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.76%
|
|
Castellan Group
Louisville, KY |
Aug 09, 2024 Q2 2024 |
40,562
shares
|
$4.29 Million
2.09% of portfolio
|
Q2 2024
Reduced 5.08%
|
|
Strategic Wealth Investment Group, LLC
|
Aug 13, 2024 Q2 2024 |
38,817
shares
|
$4.1 Million
0.52% of portfolio
|
Q2 2024
Added 6.8%
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2024 Q2 2024 |
36,374
shares
|
$3.84 Million
4.57% of portfolio
|
Q2 2024
Reduced 12.07%
|