Purchases and Sales Made in Q2 2025 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 2025. 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 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
29.2KNew |
$3.52M - $4.13M
|
29.2K
$4.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.5K+ 64.23% |
$663K - $777K
|
14.1K
$2M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.78KNew |
$215K - $252K
|
1.78K
$253K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.73K+ 0.9% |
$209K - $245K
|
193K
$27.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.53KNew |
$184K - $216K
|
1.53K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
780New |
$94K - $110K
|
780
$111K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
519+ 9.25% |
$62.5K - $73.3K
|
6.13K
$870K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
315+ 6.43% |
$38K - $44.5K
|
5.21K
$739K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
211New |
$25.4K - $29.8K
|
211
$29.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
123+ 100.0% |
$14.8K - $17.4K
|
246
$34.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
50+ 2.5% |
$6.02K - $7.06K
|
2.05K
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.53% |
$2.17K - $2.54K
|
3.39K
$481K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
15+ 7.5% |
$1.81K - $2.12K
|
215
$30.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.53% |
$241 - $282
|
382
$54.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-71- 2.56% |
$8.55K - $10K
|
2.7K
$383K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-134- 5.36% |
$16.1K - $18.9K
|
2.36K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-221- 3.49% |
$26.6K - $31.2K
|
6.12K
$868K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-752- 9.24% |
$90.6K - $106K
|
7.39K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.69K- 3.46% |
$324K - $379K
|
74.9K
$10.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4K- 65.76% |
$482K - $564K
|
2.08K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.11K- 71.74% |
$495K - $580K
|
1.62K
$230K
|
|
|
Jul 24, 2025
Q2 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-5.9K- 12.36% |
$711K - $833K
|
41.8K
$5.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-5.96K- 8.78% |
$718K - $841K
|
61.9K
$8.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-6.98K- 9.14% |
$840K - $985K
|
69.4K
$9.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-7.3K- 8.52% |
$879K - $1.03M
|
78.3K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.69K- 52.1% |
$1.05M - $1.23M
|
7.99K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-9.93K- 16.93% |
$1.2M - $1.4M
|
48.7K
$6.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-17.7K- 9.3% |
$2.13M - $2.5M
|
172K
$24.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-23.3K- 85.22% |
$2.8M - $3.28M
|
4.03K
$572K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-54.4K- 95.51% |
$6.55M - $7.68M
|
2.56K
$363K
|