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Comprehensive Financial Planning’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Comprehensive Financial Planning’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
Q2 		$23.6K Sell
130
-991
-88% -$209K 0.01% 232
2026
Q1 		$245K Buy
+1,121
New +$263K 0.17% 95
2025
Q4 		– Sell
-1,607
Closed -$266K – 420
2025
Q3 		$266K Buy
1,607
+23
+1% +$3.37K 0.18% 87
2025
Q2 		$219K Sell
1,584
-47
-3% -$6.28K 0.17% 93
2025
Q1 		$211K Buy
+1,631
New +$196K 0.21% 79

Other funds holding GLTR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Comprehensive Financial Planning's GLTR Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 88% in Q2 2026, selling an estimated $209K and leaving 130 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #232.

Comprehensive Financial Planning first reported a position in GLTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $266K in Q3 2025. 253 funds tracked by Wall St. Rank hold GLTR as of Q2 2026.

  • Comprehensive Financial Planning held 130 shares of abrdn Physical Precious Metals Basket Shares ETF worth $23.6K as of Q2 2026.
  • Comprehensive Financial Planning sold 991 abrdn Physical Precious Metals Basket Shares ETF shares in Q2 2026, an estimated $209K.
  • abrdn Physical Precious Metals Basket Shares ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #232 holding.
  • Comprehensive Financial Planning first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q1 2025 and has held it in 5 quarters since.
  • Comprehensive Financial Planning's abrdn Physical Precious Metals Basket Shares ETF position peaked at $266K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.