Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
82.3K+ 2486.13% |
$9.15M - $10.7M
|
85.6K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79.9K+ 33.75% |
$8.88M - $10.3M
|
317K
$44.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
77.6K+ 2258.77% |
$8.63M - $10.1M
|
81.1K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
62KNew |
$6.89M - $8.03M
|
62K
$8.68M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.4K+ 23.49% |
$6.39M - $7.44M
|
302K
$42.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56K+ 273.72% |
$6.23M - $7.25M
|
76.5K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.4K+ 39.63% |
$6.04M - $7.04M
|
192K
$26.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.9K+ 104.08% |
$4.44M - $5.17M
|
78.3K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28K+ 14.16% |
$3.12M - $3.63M
|
226K
$31.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.9K+ 69.84% |
$2.99M - $3.48M
|
65.5K
$9.16M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
22.4KNew |
$2.49M - $2.9M
|
22.4K
$3.13M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
22KNew |
$2.45M - $2.85M
|
22K
$3.08M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.6K+ 6.03% |
$2.06M - $2.4M
|
326K
$45.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.2K+ 104.16% |
$1.58M - $1.84M
|
27.8K
$3.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.5K+ 150.81% |
$1.5M - $1.75M
|
22.5K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
8.22KNew |
$913K - $1.06M
|
8.22K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.12K+ 10.07% |
$792K - $922K
|
77.8K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.56K+ 80.41% |
$729K - $849K
|
14.7K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.09K+ 57.47% |
$677K - $788K
|
16.7K
$2.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
5.15KNew |
$572K - $666K
|
5.15K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.96K+ 1.36% |
$552K - $642K
|
369K
$51.6M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.36K+ 19.02% |
$485K - $565K
|
27.3K
$3.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.95K+ 185.9% |
$440K - $512K
|
6.08K
$851K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.91K+ 3.05% |
$435K - $506K
|
132K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.67K+ 24.81% |
$408K - $475K
|
18.4K
$2.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.61K+ 79.82% |
$402K - $468K
|
8.14K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.6KNew |
$400K - $466K
|
3.6K
$504K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.29K+ 10.66% |
$366K - $426K
|
34.2K
$4.78M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.92K+ 81.0% |
$324K - $378K
|
6.52K
$912K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.46K+ 1.68% |
$274K - $319K
|
149K
$20.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2.29K+ 4.0% |
$254K - $296K
|
59.5K
$8.32M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.13KNew |
$237K - $276K
|
2.13K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
2KNew |
$222K - $259K
|
2K
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
2KNew |
$222K - $259K
|
2K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.82KNew |
$202K - $235K
|
1.82K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 11.02% |
$194K - $226K
|
17.6K
$2.46M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.73K+ 2.04% |
$192K - $224K
|
86.6K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$191K - $223K
|
1.72K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.69KNew |
$188K - $219K
|
1.69K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.65KNew |
$183K - $213K
|
1.65K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.64KNew |
$182K - $212K
|
1.64K
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.63KNew |
$182K - $211K
|
1.63K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.63KNew |
$181K - $211K
|
1.63K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.6K+ 22.95% |
$178K - $207K
|
8.57K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.56KNew |
$173K - $202K
|
1.56K
$218K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.04K+ 17.75% |
$116K - $135K
|
6.91K
$967K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
994+ 0.86% |
$111K - $129K
|
117K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
952+ 1.42% |
$106K - $123K
|
67.9K
$9.5M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
814+ 28.08% |
$90.5K - $105K
|
3.71K
$520K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
811+ 16.8% |
$90.2K - $105K
|
5.64K
$789K
|