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 |
|---|---|---|---|---|---|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,720
shares
|
$362,276
0.22% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
2,681
shares
|
$357,082
0.01% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,600
shares
|
$346,294
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
2,552
shares
|
$339,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
2,498
shares
|
$332,708
0.23% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
2,405
shares
|
$320,321
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,400
shares
|
$319,656
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
2,390
shares
|
$318,324
0.28% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
2,381
shares
|
$317,125
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
2,270
shares
|
$302,341
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,129
shares
|
$283,561
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,093
shares
|
$278,766
0.02% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
May 15, 2025 Q1 2025 |
2,001
shares
|
$266,513
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
2,000
shares
|
$266,380
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
1,931
shares
|
$257,189
0.05% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,906
shares
|
$253,860
0.0% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,845
shares
|
$245,735
0.0% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,822
shares
|
$242,672
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,815
shares
|
$241,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
1,797
shares
|
$239,342
0.01% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,720
shares
|
$229,086
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
1,690
shares
|
$225,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
1,648
shares
|
$219,497
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
1,635
shares
|
$217,765
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
1,633
shares
|
$217,499
0.01% of portfolio
|
Q1 2025
New holding
|