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 $678 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
1,631
shares
|
$222,305
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
1,608
shares
|
$219,170
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,603
shares
|
$218,488
0.0% of portfolio
|
Q1 2025
Reduced 36.49%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
1,558
shares
|
$212,355
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
822
shares
|
$112,038
0.03% of portfolio
|
Q4 2024
Reduced 28.4%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
802
shares
|
$109,312
0.03% of portfolio
|
Q1 2022
Added 293.14%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
740
shares
|
$100,862
0.0% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
695
shares
|
$94,728
0.0% of portfolio
|
Q1 2025
Reduced 50.88%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
687
shares
|
$93,638
0.06% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
674
shares
|
$91,866
0.0% of portfolio
|
Q1 2020
Reduced 91.69%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
394
shares
|
$53,702
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
391
shares
|
$53,293
0.0% of portfolio
|
Q1 2025
Reduced 20.37%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
380
shares
|
$51,794
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
374
shares
|
$50,976
0.0% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
302
shares
|
$41,162
0.0% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
267
shares
|
$36,392
0.01% of portfolio
|
Q2 2024
Reduced 35.19%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
253
shares
|
$34,483
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
250
shares
|
$34,075
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
249
shares
|
$33,938
0.0% of portfolio
|
Q4 2021
Reduced 50.1%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
236
shares
|
$32,166
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
228
shares
|
$31,076
0.0% of portfolio
|
Q1 2025
Added 347.06%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
215
shares
|
$29,304
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
200
shares
|
$27,260
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
200
shares
|
$27,260
0.0% of portfolio
|
Q4 2024
Reduced 80.95%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
200
shares
|
$27,260
0.01% of portfolio
|
Q1 2021
New holding
|