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 212 institutions that hold shares in the stock, with a total of 5.49 Million shares, which have been reported (via 13F filing form) to have a value of $968 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
2,094
shares
|
$369,507
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
2,089
shares
|
$368,624
0.0% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
2,077
shares
|
$366,507
0.0% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,069
shares
|
$365,095
0.0% of portfolio
|
Q3 2025
Added 15.98%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
2,050
shares
|
$361,743
0.03% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 14, 2025 Q3 2025 |
2,032
shares
|
$358,566
0.03% of portfolio
|
Q3 2025
Reduced 14.55%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
2,000
shares
|
$352,920
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 20, 2025 Q3 2025 |
1,930
shares
|
$340,567
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,929
shares
|
$340,391
0.02% of portfolio
|
Q2 2024
Added 14.57%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
1,865
shares
|
$329,097
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
1,822
shares
|
$321,510
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
1,797
shares
|
$317,098
0.01% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,720
shares
|
$303,511
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,704
shares
|
$300,687
0.0% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
1,673
shares
|
$295,217
0.01% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,641
shares
|
$289,570
0.01% of portfolio
|
Q3 2025
Reduced 22.52%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,636
shares
|
$288,688
0.01% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,633
shares
|
$288,159
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,633
shares
|
$288,159
0.0% of portfolio
|
Q2 2025
Added 4848.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,625
shares
|
$286,747
0.0% of portfolio
|
Q3 2025
Reduced 36.32%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
1,607
shares
|
$283,571
0.18% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
1,591
shares
|
$280,747
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
1,558
shares
|
$274,924
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
1,540
shares
|
$271,748
0.04% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Oct 27, 2025 Q3 2025 |
1,462
shares
|
$257,984
0.12% of portfolio
|
Q3 2025
New holding
|
|