Institutional Ownership Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 4.65 Million shares, which have been reported (via 13F filing form) to have a value of $596 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
363,575
shares
|
$46.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
307,633
shares
|
$39.4 Million
0.01% of portfolio
|
Q4 2024
Added 33.04%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
280,128
shares
|
$35.9 Million
0.43% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
275,242
shares
|
$35.3 Million
2.87% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
244,589
shares
|
$31.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
236,631
shares
|
$30.3 Million
0.02% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
206,567
shares
|
$26.5 Million
0.2% of portfolio
|
Q4 2024
Added 8256.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
198,113
shares
|
$25.4 Million
0.01% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
146,293
shares
|
$18.7 Million
5.21% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
137,158
shares
|
$17.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
128,289
shares
|
$16.4 Million
0.04% of portfolio
|
Q4 2024
Added 42.56%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
119,510
shares
|
$15.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
115,525
shares
|
$14.8 Million
0.66% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
115,454
shares
|
$14.8 Million
8.89% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
85,575
shares
|
$11 Million
0.66% of portfolio
|
Q1 2025
Added 2486.13%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
84,823
shares
|
$10.9 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
80,587
shares
|
$10.3 Million
5.26% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
77,565
shares
|
$9.94 Million
2.58% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
70,704
shares
|
$9.06 Million
0.02% of portfolio
|
Q4 2024
Added 747.46%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
68,279
shares
|
$8.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
66,945
shares
|
$8.58 Million
3.22% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
59,457
shares
|
$7.62 Million
1.8% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
58,648
shares
|
$7.51 Million
3.27% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
56,955
shares
|
$7.3 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
51,561
shares
|
$6.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|