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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
763+ 3.18% |
$84.8K - $98.8K
|
24.7K
$3.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
574+ 3.3% |
$63.8K - $74.3K
|
18K
$2.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
572+ 2.01% |
$63.6K - $74.1K
|
29K
$4.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
414+ 16.13% |
$46K - $53.6K
|
2.98K
$417K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
375+ 4.15% |
$41.7K - $48.6K
|
9.42K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
305+ 5.75% |
$33.9K - $39.5K
|
5.61K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
260+ 3.26% |
$28.9K - $33.7K
|
8.23K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
253New |
$28.1K - $32.8K
|
253
$35.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
225+ 7.15% |
$25K - $29.1K
|
3.37K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
203+ 7.41% |
$22.6K - $26.3K
|
2.94K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$22.2K - $25.9K
|
200
$28K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$22.2K - $25.9K
|
200
$28K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
177+ 347.06% |
$19.7K - $22.9K
|
228
$31.9K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
174New |
$19.3K - $22.5K
|
174
$24.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
154+ 7.94% |
$17.1K - $19.9K
|
2.09K
$293K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
148New |
$16.5K - $19.2K
|
148
$20.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
134New |
$14.9K - $17.3K
|
134
$18.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
130+ 4.93% |
$14.5K - $16.8K
|
2.77K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
130+ 2.73% |
$14.5K - $16.8K
|
4.9K
$685K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
55New |
$6.12K - $7.12K
|
55
$7.7K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
52+ 0.07% |
$5.78K - $6.73K
|
77.6K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47+ 1.25% |
$5.23K - $6.09K
|
3.8K
$531K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
45New |
$5K - $5.83K
|
45
$6.3K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
39+ 61.9% |
$4.34K - $5.05K
|
102
$14.3K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
35+ 1.85% |
$3.89K - $4.53K
|
1.93K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26+ 9.42% |
$2.89K - $3.37K
|
302
$42.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
23+ 18.4% |
$2.56K - $2.98K
|
148
$20.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11+ 0.46% |
$1.22K - $1.42K
|
2.38K
$333K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
8+ 0.33% |
$890 - $1.04K
|
2.41K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-7- 3.57% |
$778 - $906
|
189
$26.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-10- 7.25% |
$1.11K - $1.29K
|
128
$17.9K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-16- 4.1% |
$1.78K - $2.07K
|
374
$52.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25- 1.34% |
$2.78K - $3.24K
|
1.85K
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-30- 1.0% |
$3.34K - $3.88K
|
2.97K
$415K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-36- 1.31% |
$4K - $4.66K
|
2.72K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36- 0.41% |
$4K - $4.66K
|
8.68K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-40- 24.54% |
$4.45K - $5.18K
|
123
$17.2K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-100- 20.37% |
$11.1K - $12.9K
|
391
$54.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-120- 13.95% |
$13.3K - $15.5K
|
740
$104K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-158- 2.43% |
$17.6K - $20.5K
|
6.34K
$887K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-188- 7.0% |
$20.9K - $24.3K
|
2.5K
$350K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-216- 2.33% |
$24K - $28K
|
9.07K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-249- 4.95% |
$27.7K - $32.2K
|
4.78K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-275- 6.94% |
$30.6K - $35.6K
|
3.69K
$516K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-291- 10.85% |
$32.4K - $37.7K
|
2.39K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-301- 6.09% |
$33.5K - $39K
|
4.64K
$649K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-357- 1.26% |
$39.7K - $46.2K
|
28K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-360- 0.77% |
$40K - $46.6K
|
46.2K
$6.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-485- 15.32% |
$53.9K - $62.8K
|
2.68K
$375K
|