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 179 institutions that hold shares in the stock, with a total of 4.97 Million shares, which have been reported (via 13F filing form) to have a value of $662 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
58,648
shares
|
$7.81 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
|
$7.59 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
51,352
shares
|
$6.84 Million
0.15% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
48,568
shares
|
$6.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Castellan Group
Louisville, KY |
May 08, 2025 Q1 2025 |
47,737
shares
|
$6.36 Million
1.73% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
46,204
shares
|
$6.15 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
42,237
shares
|
$5.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
36,004
shares
|
$4.8 Million
0.48% of portfolio
|
Q1 2023
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
34,182
shares
|
$4.55 Million
5.22% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
33,385
shares
|
$4.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,098
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
28,992
shares
|
$3.86 Million
0.1% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
28,033
shares
|
$3.73 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
27,846
shares
|
$3.71 Million
0.01% of portfolio
|
Q1 2025
Added 104.16%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
27,285
shares
|
$3.63 Million
0.21% of portfolio
|
Q1 2025
Added 19.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
24,723
shares
|
$3.29 Million
0.0% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,483
shares
|
$2.99 Million
0.01% of portfolio
|
Q1 2025
Added 150.81%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
22,402
shares
|
$2.98 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
22,009
shares
|
$2.93 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
20,936
shares
|
$2.79 Million
2.62% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
19,420
shares
|
$2.59 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
17,956
shares
|
$2.39 Million
0.48% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
17,555
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
16,679
shares
|
$2.22 Million
0.09% of portfolio
|
Q1 2025
Added 57.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15,734
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 43.56%
|