BKM Wealth Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

BKM Wealth 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 Q1	–	Sell	-530	Closed	-$48.2K	–	331
2023 Q4	$48.2K	Buy	+530	New	+$46.6K	0.02%	259

Other funds holding GLTR

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

CFB

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

CCFCSB

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

BKM Wealth Management's GLTR Position: Q1 2024 in Review

BKM Wealth Management sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2024, closing a stake of 530 shares — an estimated $48.2K sold.

BKM Wealth Management first reported a position in GLTR in Q4 2023 and held it in 1 quarter. The position peaked at $48.2K in Q4 2023. 141 funds tracked by Wall St. Rank hold GLTR as of Q1 2024.

BKM Wealth Management reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 530 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2024, an estimated $48.2K.
BKM Wealth Management first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's abrdn Physical Precious Metals Basket Shares ETF position peaked at $48.2K in Q4 2023.
141 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.