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Castleview Partners’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Castleview Partners’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
Q1 		– Sell
-470
Closed -$52.5K – 327
2024
Q4 		$52.5K Hold
470
– – 0.03% 335
2024
Q3 		$53.2K Hold
470
– – 0.03% 317
2024
Q2 		$48.4K Sell
470
-55
-10% -$5.65K 0.03% 335
2024
Q1 		$50.1K Sell
525
-34
-6% -$3.05K 0.03% 356
2023
Q4 		$50.9K Buy
+559
New +$49.1K 0.04% 291
2022
Q3 		– Sell
-385
Closed -$7.5K – 656
2022
Q2 		$7.5K Buy
385
+85
+28% +$7.72K 0.01% 490
2022
Q1 		$28K Sell
300
-26,535
-99% -$2.5M 0.02% 400
2021
Q4 		$300 Buy
+26,835
New +$2.39M ﹤0.01% 605
2021
Q2 		$29K Buy
+300
New +$29.6K 0.01% 501

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return