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 212 institutions that hold shares in the stock, with a total of 5.48 Million shares, which have been reported (via 13F filing form) to have a value of $968 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
19,420
shares
|
$3.43 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
18,511
shares
|
$3.27 Million
0.48% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
18,179
shares
|
$3.21 Million
0.0% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
15,764
shares
|
$2.78 Million
0.03% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
13,316
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
13,169
shares
|
$2.32 Million
0.43% of portfolio
|
Q1 2025
Reduced 12.64%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
12,447
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2025
Added 30.38%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
11,013
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2025
Added 40.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
10,025
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
9,667
shares
|
$1.71 Million
0.29% of portfolio
|
Q3 2025
Added 43.49%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
9,632
shares
|
$1.7 Million
0.47% of portfolio
|
Q3 2025
Added 362.63%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,421
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
9,264
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,905
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
8,766
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,752
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
7,540
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2025
Added 19.06%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
7,289
shares
|
$1.29 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,221
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
6,942
shares
|
$1.22 Million
0.57% of portfolio
|
Q4 2025
Reduced 4.66%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
6,900
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,809
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
6,631
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2022
Added 1.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,463
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Added 90.71%
|
|