Burt Wealth Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Burt Wealth Advisors’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
2025 Q3	$829K	Hold	5,009	–	–	0.2%	50
2025 Q2	$692K	Hold	5,009	–	–	0.16%	58
2025 Q1	$649K	Hold	5,009	–	–	0.16%	52
2024 Q4	$550K	Hold	5,009	–	–	0.14%	60
2024 Q3	$567K	Hold	5,009	–	–	0.14%	58
2024 Q2	$516K	Hold	5,009	–	–	0.14%	58
2024 Q1	$478K	Hold	5,009	–	–	0.12%	67
2023 Q4	$456K	Hold	5,009	–	–	0.13%	61
2023 Q3	$422K	Hold	5,009	–	–	0.13%	58
2023 Q2	$435K	Hold	5,009	–	–	0.13%	61
2023 Q1	$457K	Hold	5,009	–	–	0.14%	57
2022 Q4	$447K	Buy	+5,009	New	+$423K	0.15%	61
2021 Q4	–	Sell	-18,125	Closed	-$1.57M	–	100
2021 Q3	$1.57M	Buy	+18,125	New	+$1.68M	0.5%	23

Other funds holding GLTR

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

SFA

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

Burt Wealth Advisors's GLTR Position: Q3 2025 in Review

Burt Wealth Advisors held its abrdn Physical Precious Metals Basket Shares ETF (GLTR) position steady in Q3 2025 at 5,009 shares worth $829K. The position accounts for 0.2% of the portfolio, ranked #50.

Burt Wealth Advisors first reported a position in GLTR in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.57M in Q3 2021. 187 funds tracked by Wall St. Rank hold GLTR as of Q3 2025.

Burt Wealth Advisors held 5,009 shares of abrdn Physical Precious Metals Basket Shares ETF worth $829K as of Q3 2025.
Burt Wealth Advisors left its abrdn Physical Precious Metals Basket Shares ETF share count unchanged in Q3 2025.
abrdn Physical Precious Metals Basket Shares ETF made up 0.2% of Burt Wealth Advisors's portfolio in Q3 2025, its #50 holding.
Burt Wealth Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2021 and has held it in 13 quarters since.
Burt Wealth Advisors's abrdn Physical Precious Metals Basket Shares ETF position peaked at $1.57M in Q3 2021.
187 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.