Latest Institutional Transactions on Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information on the latest institutional transactions involving Abrdn Precious Metals Basket ETF Trust (GLTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
375+ 4.15% |
$41.7K - $48.6K
|
9.42K
$1.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-120- 13.95% |
$13.3K - $15.5K
|
740
$105K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
34.1K+ 19.76% |
$3.72M - $4.14M
|
207K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$10.9K - $12.2K
|
100
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
113New |
$12.3K - $13.7K
|
113
$16K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 66.67% |
$218 - $243
|
1
$142
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.76K+ 32.77% |
$193K - $215K
|
7.15K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96New |
$10.5K - $11.7K
|
96
$13.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
81New |
$8.84K - $9.85K
|
81
$11.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.31K+ 12.42% |
$252K - $281K
|
20.9K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.82KNew |
$199K - $222K
|
1.82K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-486- 6.25% |
$53K - $59.1K
|
7.29K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
54New |
$5.89K - $6.57K
|
54
$7.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-49- 1.58% |
$5.35K - $5.96K
|
3.06K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-326- 28.4% |
$35.6K - $39.7K
|
822
$117K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.4KNew |
$262K - $292K
|
2.4K
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
58New |
$6.33K - $7.05K
|
58
$8.24K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-850- 80.95% |
$92.8K - $103K
|
200
$28.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
81New |
$8.84K - $9.85K
|
81
$11.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$13M - $14.5M
|
120K
$17M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27- 1.48% |
$2.95K - $3.28K
|
1.8K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1K- 99.9% |
$109K - $122K
|
1
$142
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
8.73KNew |
$953K - $1.06M
|
8.73K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-30- 4.18% |
$3.27K - $3.65K
|
687
$97.6K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.68K+ 0.98% |
$270K - $309K
|
275K
$39.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-499- 14.12% |
$50.4K - $57.6K
|
3.04K
$431K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 53.85% |
$707 - $808
|
20
$2.84K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-789- 9.43% |
$79.7K - $91.1K
|
7.58K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
125+ 2.3% |
$12.6K - $14.4K
|
5.56K
$789K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.55KNew |
$258K - $295K
|
2.55K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
394New |
$39.8K - $45.5K
|
394
$55.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.01KNew |
$405K - $463K
|
4.01K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 18.33% |
$2.22K - $2.54K
|
142
$20.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 20.0% |
$2.53K - $2.89K
|
100
$14.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
45New |
$4.55K - $5.2K
|
45
$6.39K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
7.52KNew |
$760K - $869K
|
7.52K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.7K+ 19.26% |
$475K - $543K
|
29.1K
$4.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
464+ 10.01% |
$46.9K - $53.6K
|
5.1K
$724K
|
|
| Q2 2024 | |||||||
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2New |
$193 - $218
|
2
$284
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-127- 4.71% |
$12.2K - $13.8K
|
2.57K
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
209KNew |
$20.2M - $22.8M
|
209K
$29.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
165New |
$15.9K - $18K
|
165
$23.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$1.07M - $1.21M
|
11.1K
$1.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-29.2K- 98.52% |
$2.81M - $3.18M
|
439
$62.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26New |
$2.5K - $2.83K
|
26
$3.69K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.06KNew |
$198K - $224K
|
2.06K
$292K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-55- 10.48% |
$5.3K - $6K
|
470
$66.7K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
32New |
$3.08K - $3.49K
|
32
$4.54K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-145- 35.19% |
$14K - $15.8K
|
267
$37.9K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5+ 21.74% |
$428 - $478
|
28
$3.98K
|
|