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Catherine Avery Investment Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Catherine Avery Investment 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
2026
Q3 		$12.5K Hold
67
– – 0.01% 117
2026
Q2 		$12.1K Buy
+67
New +$14.2K 0.01% 113

Other funds holding GLTR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Catherine Avery Investment Management's GLTR Position: Q3 2026 in Review

Catherine Avery Investment Management held its abrdn Physical Precious Metals Basket Shares ETF (GLTR) position steady in Q3 2026 at 67 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #117.

Catherine Avery Investment Management first reported a position in GLTR in Q2 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold GLTR as of Q3 2026.

  • Catherine Avery Investment Management held 67 shares of abrdn Physical Precious Metals Basket Shares ETF worth $12.5K as of Q3 2026.
  • Catherine Avery Investment Management left its abrdn Physical Precious Metals Basket Shares ETF share count unchanged in Q3 2026.
  • abrdn Physical Precious Metals Basket Shares ETF made up 0.01% of Catherine Avery Investment Management's portfolio in Q3 2026, its #117 holding.
  • Catherine Avery Investment Management first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.