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 152 institutions that hold shares in the stock, with a total of 4.2 Million shares, which have been reported (via 13F filing form) to have a value of $464 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
2,344
shares
|
$259,340
0.0% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,300
shares
|
$254,472
0.01% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
2,270
shares
|
$251,152
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
2,251
shares
|
$249,050
0.01% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
2,177
shares
|
$240,863
0.14% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,870
shares
|
$206,896
0.0% of portfolio
|
Q3 2024
Reduced 31.02%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,834
shares
|
$202,913
0.0% of portfolio
|
Q3 2024
Reduced 31.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,824
shares
|
$201,807
0.01% of portfolio
|
Q3 2024
Reduced 53.07%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,815
shares
|
$200,811
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,541
shares
|
$170,496
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,415
shares
|
$156,555
0.01% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,148
shares
|
$127,014
0.04% of portfolio
|
Q2 2022
Reduced 3.49%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,050
shares
|
$116,172
0.0% of portfolio
|
Q2 2024
Added 425.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,001
shares
|
$110,750
0.03% of portfolio
|
Q3 2024
Added 270.74%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
860
shares
|
$95,150
0.0% of portfolio
|
Q3 2023
Reduced 18.49%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
802
shares
|
$88,733
0.03% of portfolio
|
Q1 2022
Added 293.14%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
717
shares
|
$79,328
0.05% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
705
shares
|
$78,001
0.0% of portfolio
|
Q3 2024
Added 329.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
674
shares
|
$74,571
0.0% of portfolio
|
Q1 2020
Reduced 91.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
491
shares
|
$54,324
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
470
shares
|
$52,000
0.04% of portfolio
|
Q2 2024
Reduced 10.48%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
439
shares
|
$48,570
0.01% of portfolio
|
Q2 2024
Reduced 98.52%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
407
shares
|
$45,030
0.0% of portfolio
|
Q3 2024
Added 47.46%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
394
shares
|
$43,592
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
390
shares
|
$43,149
0.0% of portfolio
|
Q3 2024
Added 2.63%
|