Anchor Investment Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Anchor Investment Management’s Portfolio GLTR Stock Details GLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20	Closed	-$2.27K	–	1038
2024 Q3	$2.27K	Buy	20 +7	+54%	+$750	﹤0.01%	940
2024 Q2	$1.34K	Hold	13	–	–	﹤0.01%	944
2024 Q1	$1.24K	Hold	13	–	–	﹤0.01%	972
2023 Q4	$1.18K	Hold	13	–	–	﹤0.01%	907
2023 Q3	$1.09K	Hold	13	–	–	﹤0.01%	927
2023 Q2	$1.13K	Hold	13	–	–	﹤0.01%	915
2023 Q1	$1.19K	Hold	13	–	–	﹤0.01%	937
2022 Q4	$1.16K	Buy	+13	New	+$1.1K	﹤0.01%	907

Other funds holding GLTR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Anchor Investment Management's GLTR Position: Q4 2024 in Review

Anchor Investment Management sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2024, closing a stake of 20 shares — an estimated $2.27K sold.

Anchor Investment Management first reported a position in GLTR in Q4 2022 and held it in 8 quarters. The position peaked at $2.27K in Q3 2024. 156 funds tracked by Wall St. Rank hold GLTR as of Q4 2024.

Anchor Investment Management reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q4 2024 after selling out during the quarter.
Anchor Investment Management sold 20 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2024, an estimated $2.27K.
Anchor Investment Management first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2022 and held it in 8 quarters.
Anchor Investment Management's abrdn Physical Precious Metals Basket Shares ETF position peaked at $2.27K in Q3 2024.
156 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2024.

Based on Anchor Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.