Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
92KNew |
$7.81M - $8.69M
|
92K
$10.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70K+ 238.47% |
$5.94M - $6.61M
|
99.3K
$11M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
63.4KNew |
$5.38M - $5.99M
|
63.4K
$7.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
42.2KNew |
$3.58M - $3.99M
|
42.2K
$4.67M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
26.5K+ 8845.0% |
$2.25M - $2.51M
|
26.8K
$2.97M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.5K+ 687.6% |
$2.25M - $2.5M
|
30.4K
$3.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.7K+ 11.67% |
$2.18M - $2.43M
|
246K
$27.3M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.3K+ 197.43% |
$2.07M - $2.3M
|
36.7K
$4.06M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
22.8KNew |
$1.93M - $2.15M
|
22.8K
$2.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
20.8KNew |
$1.77M - $1.97M
|
20.8K
$2.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
11K+ 12.09% |
$930K - $1.04M
|
102K
$11.2M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
10.5K+ 7.91% |
$893K - $995K
|
144K
$15.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.45KNew |
$717K - $798K
|
8.45K
$934K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.86K+ 143.82% |
$667K - $743K
|
13.3K
$1.47M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.57K+ 5.67% |
$642K - $716K
|
141K
$15.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.93KNew |
$503K - $560K
|
5.93K
$656K
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.72KNew |
$486K - $541K
|
5.72K
$633K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
5.21K+ 562.92% |
$442K - $492K
|
6.13K
$678K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.71K+ 17.04% |
$399K - $445K
|
32.3K
$3.58M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.71K+ 17.04% |
$399K - $445K
|
32.3K
$3.58M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.52KNew |
$383K - $427K
|
4.52K
$500K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.35KNew |
$369K - $411K
|
4.35K
$482K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.94KNew |
$334K - $372K
|
3.94K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
3.54K+ 6.61% |
$300K - $334K
|
57.1K
$6.31M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.13K+ 7.35% |
$266K - $296K
|
45.8K
$5.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.01KNew |
$255K - $284K
|
3.01K
$333K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.97K+ 3.1% |
$252K - $280K
|
98.5K
$10.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.68K+ 55.02% |
$227K - $253K
|
7.55K
$835K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.61K+ 17.84% |
$221K - $246K
|
17.2K
$1.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Castellan Group
Louisville, KY |
BUY
|
- |
2.5K+ 4.26% |
$212K - $237K
|
61.3K
$6.78M
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
BUY
|
- |
2.31K+ 2.26% |
$196K - $219K
|
105K
$11.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.31K+ 13.22% |
$196K - $218K
|
19.7K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.82K+ 42.73% |
$155K - $172K
|
6.09K
$673K
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
1.67K+ 39.34% |
$141K - $157K
|
5.9K
$652K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.63K+ 1.37% |
$138K - $154K
|
121K
$13.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.14KNew |
$96.5K - $107K
|
1.14K
$126K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.08K+ 14.01% |
$91.8K - $102K
|
8.8K
$974K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
841New |
$71.4K - $79.5K
|
841
$93K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
831+ 14.76% |
$70.5K - $78.5K
|
6.46K
$715K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
770+ 1.16% |
$65.3K - $72.8K
|
67.1K
$7.42M
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
658+ 9.98% |
$55.8K - $62.2K
|
7.25K
$802K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
647New |
$54.9K - $61.1K
|
647
$71.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
638+ 0.83% |
$54.1K - $60.3K
|
77.9K
$8.62M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
560New |
$47.5K - $52.9K
|
560
$62K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
480+ 15.41% |
$40.7K - $45.4K
|
3.59K
$398K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
400+ 13.49% |
$33.9K - $37.8K
|
3.37K
$372K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
300New |
$25.5K - $28.4K
|
300
$33.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
222New |
$18.8K - $21K
|
222
$24.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
109New |
$9.25K - $10.3K
|
109
$12.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
108New |
$9.16K - $10.2K
|
108
$11.9K
|