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 4.46 Million shares, which have been reported (via 13F filing form) to have a value of $463 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
2,415
shares
|
$250,314
0.0% of portfolio
|
Q1 2024
Reduced 6.5%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
2,331
shares
|
$241,608
0.01% of portfolio
|
Q1 2024
Reduced 6.16%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
2,316
shares
|
$240,053
0.01% of portfolio
|
Q4 2023
Reduced 41.63%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
2,271
shares
|
$235,389
0.0% of portfolio
|
Q2 2024
Added 4.46%
|
|
Valley Forge Investment Consultants Inc Adv
|
Apr 30, 2024 Q1 2024 |
2,270
shares
|
$235,285
0.08% of portfolio
|
Q4 2023
New holding
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
2,229
shares
|
$231,035
0.0% of portfolio
|
Q1 2024
Reduced 9.83%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
2,212
shares
|
$229,273
0.0% of portfolio
|
Q1 2024
New holding
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
2,210
shares
|
$229,066
0.01% of portfolio
|
Q4 2023
New holding
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
2,147
shares
|
$222,536
0.35% of portfolio
|
Q2 2024
Reduced 99.08%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
2,054
shares
|
$212,897
0.0% of portfolio
|
Q2 2024
Reduced 21.42%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,610
shares
|
$166,876
0.01% of portfolio
|
Q2 2024
Reduced 32.21%
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
1,541
shares
|
$159,724
0.02% of portfolio
|
Q3 2023
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
1,321
shares
|
$136,921
0.0% of portfolio
|
Q1 2024
Added 4.02%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
1,050
shares
|
$108,832
0.0% of portfolio
|
Q2 2024
Added 425.0%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
860
shares
|
$89,139
0.0% of portfolio
|
Q3 2023
Reduced 18.49%
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
802
shares
|
$83,127
0.02% of portfolio
|
Q1 2022
Added 293.14%
|
|
Friedenthal Financial
|
Jul 16, 2024 Q2 2024 |
687
shares
|
$71,207
0.05% of portfolio
|
Q2 2024
Reduced 29.39%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
674
shares
|
$69,860
0.0% of portfolio
|
Q1 2020
Reduced 91.69%
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
525
shares
|
$54,416
0.03% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
406
shares
|
$42,081
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
380
shares
|
$39,387
0.0% of portfolio
|
Q2 2024
Reduced 25.34%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
276
shares
|
$28,607
0.0% of portfolio
|
Q1 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
270
shares
|
$27,985
0.01% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Northwest Capital Management Inc
|
Jul 09, 2024 Q2 2024 |
267
shares
|
$27,674
0.01% of portfolio
|
Q2 2024
Reduced 35.19%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
250
shares
|
$25,912
0.01% of portfolio
|
Q4 2022
New holding
|