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

Braver 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
2016 Q4	$505K	Buy	8,775 +875	+11%	+$53.4K	0.08%	117
2016 Q3	$527K	Buy	+7,900	New	+$535K	0.09%	108

Other funds holding GLTR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CMP

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Braver Wealth Management's GLTR Position: Q4 2016 in Review

Braver Wealth Management increased its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 11% in Q4 2016, buying an estimated $53.4K and bringing the position to 8,775 shares worth $505K. The position accounts for 0.08% of the portfolio, ranked #117.

Braver Wealth Management first reported a position in GLTR in Q3 2016 and has held it in 2 quarters since. The position peaked at $527K in Q3 2016. 46 funds tracked by Wall St. Rank hold GLTR as of Q4 2016.

Braver Wealth Management held 8,775 shares of abrdn Physical Precious Metals Basket Shares ETF worth $505K as of Q4 2016.
Braver Wealth Management bought 875 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2016, an estimated $53.4K.
abrdn Physical Precious Metals Basket Shares ETF made up 0.08% of Braver Wealth Management's portfolio in Q4 2016, its #117 holding.
Braver Wealth Management first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2016 and has held it in 2 quarters since.
Braver Wealth Management's abrdn Physical Precious Metals Basket Shares ETF position peaked at $527K in Q3 2016.
46 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.