Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$13M - $14.5M
|
120K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
115KNew |
$12.6M - $14M
|
115K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
60.5KNew |
$6.61M - $7.36M
|
60.5K
$7.25M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
57.7KNew |
$6.29M - $7.02M
|
57.7K
$6.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.2KNew |
$3.73M - $4.16M
|
34.2K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
22.2KNew |
$2.42M - $2.7M
|
22.2K
$2.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
8.73KNew |
$953K - $1.06M
|
8.73K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.97KNew |
$760K - $847K
|
6.97K
$834K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.1K+ 16.89% |
$448K - $499K
|
28.4K
$3.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.73K+ 387.52% |
$298K - $332K
|
3.44K
$411K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
2.64KNew |
$288K - $321K
|
2.64K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.4KNew |
$262K - $292K
|
2.4K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.66K+ 5.66% |
$181K - $201K
|
30.9K
$3.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.39K+ 8.71% |
$152K - $169K
|
17.4K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.02K+ 25.37% |
$111K - $124K
|
5.03K
$602K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
931+ 0.64% |
$102K - $113K
|
146K
$17.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
915+ 40.65% |
$99.9K - $111K
|
3.17K
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
222+ 9.47% |
$24.2K - $27K
|
2.57K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
81New |
$8.84K - $9.85K
|
81
$9.69K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
58New |
$6.33K - $7.05K
|
58
$6.94K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
50+ 1.28% |
$5.46K - $6.08K
|
3.96K
$474K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-10- 2.56% |
$1.09K - $1.22K
|
380
$45.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27- 1.48% |
$2.95K - $3.28K
|
1.8K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-30- 4.18% |
$3.27K - $3.65K
|
687
$82.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-35- 0.02% |
$3.82K - $4.26K
|
185K
$22.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-36- 0.74% |
$3.93K - $4.38K
|
4.83K
$578K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-117- 4.7% |
$12.8K - $14.2K
|
2.37K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-129- 4.47% |
$14.1K - $15.7K
|
2.76K
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-162- 1.76% |
$17.7K - $19.7K
|
9.05K
$1.08M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-254- 7.13% |
$27.7K - $30.9K
|
3.31K
$396K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-326- 28.4% |
$35.6K - $39.7K
|
822
$98.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-361- 15.7% |
$39.4K - $43.9K
|
1.94K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-379- 6.07% |
$41.4K - $46.1K
|
5.86K
$702K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-426- 0.74% |
$46.5K - $51.8K
|
57.2K
$6.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-470- 0.6% |
$51.3K - $57.2K
|
77.6K
$9.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-609- 11.86% |
$66.5K - $74.1K
|
4.53K
$542K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-620- 11.51% |
$67.7K - $75.4K
|
4.77K
$571K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-850- 80.95% |
$92.8K - $103K
|
200
$23.9K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-938- 6.58% |
$102K - $114K
|
13.3K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1K- 99.9% |
$109K - $122K
|
1
$120
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 14.51% |
$120K - $134K
|
6.5K
$778K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.84K- 5.74% |
$310K - $345K
|
46.6K
$5.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-4.78K- 5.6% |
$522K - $582K
|
80.6K
$9.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-4.94K- 9.12% |
$539K - $600K
|
49.2K
$5.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.2K- 49.16% |
$1.12M - $1.25M
|
10.6K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-22.8K- 7.54% |
$2.49M - $2.78M
|
280K
$33.5M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-498K- 99.12% |
$54.4M - $60.6M
|
4.41K
$528K
|