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 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-531- 15.38% |
$59K - $68.7K
|
2.92K
$409K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-600- 17.83% |
$66.7K - $77.7K
|
2.77K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-712- 16.13% |
$79.2K - $92.2K
|
3.7K
$518K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-720- 50.88% |
$80.1K - $93.2K
|
695
$97.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-723- 1.25% |
$80.4K - $93.6K
|
57K
$7.97M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-782- 2.29% |
$87K - $101K
|
33.4K
$4.67M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-921- 36.49% |
$102K - $119K
|
1.6K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.09K- 36.36% |
$121K - $141K
|
1.91K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.46K- 2.97% |
$162K - $189K
|
47.7K
$6.68M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.68K- 3.83% |
$187K - $218K
|
42.2K
$5.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-1.89K- 3.12% |
$210K - $245K
|
58.6K
$8.21M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.91K- 12.64% |
$212K - $247K
|
13.2K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.04K- 2.99% |
$227K - $264K
|
66.2K
$9.27M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.99K- 5.8% |
$333K - $388K
|
48.6K
$6.8M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.08K- 26.21% |
$343K - $399K
|
8.68K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-4.26K- 5.29% |
$474K - $552K
|
76.3K
$10.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.43K- 43.58% |
$492K - $573K
|
5.73K
$802K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-4.74K- 4.1% |
$527K - $613K
|
111K
$15.5M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6K- 32.55% |
$667K - $777K
|
12.4K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.1K- 43.56% |
$1.35M - $1.57M
|
15.7K
$2.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.4K- 7.93% |
$1.82M - $2.12M
|
190K
$26.6M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-49.8K- 17.77% |
$5.54M - $6.45M
|
230K
$32.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-72.7K- 89.67% |
$8.08M - $9.41M
|
8.37K
$1.17M
|