BFSG LLC’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

BFSG LLC’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 Q2	$7.61K	Buy	+42	New	+$8.88K	﹤0.01%	593

Other funds holding GLTR

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

Wealth Enhancement Advisory Services

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

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

BFSG LLC's GLTR Position: Q2 2026 in Review

BFSG LLC opened a new position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q2 2026: 42 shares worth $7.61K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings.

52 funds tracked by Wall St. Rank hold GLTR as of Q2 2026.

BFSG LLC held 42 shares of abrdn Physical Precious Metals Basket Shares ETF worth $7.61K as of Q2 2026.
abrdn Physical Precious Metals Basket Shares ETF was a new BFSG LLC position in Q2 2026.
abrdn Physical Precious Metals Basket Shares ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #593 holding.
52 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.