EWM
GLTR icon

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

Elmwood 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
2021
Q2 		$1K Hold
15
– – ﹤0.01% 319
2021
Q1 		$1K Buy
+15
New +$1.44K ﹤0.01% 309
2020
Q3 		$1K Hold
15
– – ﹤0.01% 247
2020
Q2 		$1K Sell
15
-75
-83% -$5.99K ﹤0.01% 247
2020
Q1 		$5.79K Buy
+90
New +$7.09K 0.01% 217
2019
Q3 		– Sell
-21
Closed -$1K – 265
2019
Q2 		$1K Sell
21
-2
-9% -$128 ﹤0.01% 271
2019
Q1 		$1K Sell
23
-68
-75% -$4.41K ﹤0.01% 270
2018
Q4 		$6K Buy
91
+1
+1% +$60 0.01% 213
2018
Q3 		$5.28K Hold
90
– – ﹤0.01% 228
2018
Q2 		$5.54K Hold
90
– – 0.01% 221
2018
Q1 		$5.79K Buy
+90
New +$5.89K 0.01% 217

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 $530B AUM 22.01% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return