Atria Investments’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Atria Investments’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
2026 Q3	$492K	Buy	2,641 +54	+2%	+$10.4K	﹤0.01%	1577
2026 Q2	$469K	Buy	2,587 +387	+18%	+$81.8K	﹤0.01%	1565
2026 Q1	$481K	Buy	2,200 +63	+3%	+$14.8K	0.01%	1470
2025 Q4	$439K	Buy	+2,137	New	+$393K	0.01%	1521
2018 Q3	–	Sell	-12,414	Closed	-$764K	–	1000
2018 Q2	$764K	Buy	12,414 +2,125	+21%	+$136K	0.03%	435
2018 Q1	$661K	Buy	10,289 +1,005	+11%	+$65.8K	0.03%	449
2017 Q4	$604K	Buy	9,284 +5,797	+166%	+$369K	0.03%	447
2017 Q3	$221K	Buy	+3,487	New	+$221K	0.01%	711

Other funds holding GLTR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Atria Investments's GLTR Position: Q3 2026 in Review

Atria Investments increased its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 2.1% in Q3 2026, buying an estimated $10.4K and bringing the position to 2,641 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Atria Investments first reported a position in GLTR in Q3 2017 and has held it in 8 quarters since. The position peaked at $764K in Q2 2018. 30 funds tracked by Wall St. Rank hold GLTR as of Q3 2026.

Atria Investments held 2,641 shares of abrdn Physical Precious Metals Basket Shares ETF worth $492K as of Q3 2026.
Atria Investments bought 54 abrdn Physical Precious Metals Basket Shares ETF shares in Q3 2026, an estimated $10.4K.
abrdn Physical Precious Metals Basket Shares ETF made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #1577 holding.
Atria Investments first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2017 and has held it in 8 quarters since.
Atria Investments's abrdn Physical Precious Metals Basket Shares ETF position peaked at $764K in Q2 2018.
30 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.