Purchases and Sales Made in Q2 2023 in Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR) during Q2 2023. The information is specifically focused on institutions that hold shares of abrdn Precious Metals Basket ETF Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
199+ 1.24% |
$17.1K - $19K
|
16.3K
$1.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
130+ 1.67% |
$11.2K - $12.4K
|
7.89K
$873K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
124New |
$10.7K - $11.9K
|
124
$13.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
83+ 691.67% |
$7.15K - $7.93K
|
95
$10.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
77+ 3.05% |
$6.63K - $7.36K
|
2.6K
$288K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.98% |
$5.6K - $6.21K
|
6.7K
$742K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
23+ 0.84% |
$1.98K - $2.2K
|
2.78K
$307K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
23New |
$1.98K - $2.2K
|
23
$2.54K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 0.44% |
$172 - $191
|
456
$50.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-54- 1.09% |
$4.65K - $5.16K
|
4.89K
$541K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-71- 2.28% |
$6.11K - $6.79K
|
3.05K
$337K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-73- 1.81% |
$6.29K - $6.98K
|
3.97K
$439K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-91- 0.1% |
$7.84K - $8.7K
|
87.2K
$9.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-120- 99.17% |
$10.3K - $11.5K
|
1
$111
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-120- 0.91% |
$10.3K - $11.5K
|
13.1K
$1.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-148- 0.17% |
$12.7K - $14.1K
|
84.8K
$9.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-180- 2.02% |
$15.5K - $17.2K
|
8.72K
$965K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-264- 4.5% |
$22.7K - $25.2K
|
5.6K
$619K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-283- 0.83% |
$24.4K - $27K
|
33.7K
$3.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-402- 1.27% |
$34.6K - $38.4K
|
31.1K
$3.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-403- 5.26% |
$34.7K - $38.5K
|
7.26K
$803K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-583- 6.61% |
$50.2K - $55.7K
|
8.24K
$912K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-683- 12.77% |
$58.8K - $65.3K
|
4.67K
$516K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-711- 13.19% |
$61.2K - $68K
|
4.68K
$518K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-903- 84.79% |
$77.8K - $86.3K
|
162
$17.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.08K- 14.62% |
$93K - $103K
|
6.31K
$698K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.3K- 4.67% |
$112K - $124K
|
26.5K
$2.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.43K- 31.61% |
$123K - $137K
|
3.1K
$343K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.5K- 1.26% |
$129K - $143K
|
117K
$13M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.5K- 4.29% |
$129K - $143K
|
33.5K
$3.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.62K- 8.04% |
$139K - $154K
|
18.5K
$2.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.62K- 12.41% |
$140K - $155K
|
11.4K
$1.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.94K- 0.75% |
$167K - $185K
|
256K
$28.3M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.18K- 3.34% |
$187K - $208K
|
62.9K
$6.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.2K- 34.92% |
$189K - $210K
|
4.1K
$454K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.75K- 24.39% |
$236K - $262K
|
8.52K
$942K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.77K- 8.65% |
$239K - $265K
|
29.2K
$3.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.79K- 50.24% |
$240K - $266K
|
2.76K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.52K- 41.14% |
$303K - $337K
|
5.04K
$557K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.45K- 3.8% |
$383K - $425K
|
112K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.79K- 27.4% |
$498K - $553K
|
15.3K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-12.7K- 4.72% |
$1.09M - $1.21M
|
256K
$28.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-58.7K- 17.3% |
$5.05M - $5.61M
|
280K
$31M
|