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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Elmwood Wealth Management's GLTR Position: Q2 2021 in Review

Elmwood Wealth Management held its abrdn Physical Precious Metals Basket Shares ETF (GLTR) position steady in Q2 2021 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Elmwood Wealth Management first reported a position in GLTR in Q1 2018 and has held it in 11 quarters since. The position peaked at $6K in Q4 2018. 109 funds tracked by Wall St. Rank hold GLTR as of Q2 2021.

Elmwood Wealth Management held 15 shares of abrdn Physical Precious Metals Basket Shares ETF worth $1K as of Q2 2021.
Elmwood Wealth Management left its abrdn Physical Precious Metals Basket Shares ETF share count unchanged in Q2 2021.
abrdn Physical Precious Metals Basket Shares ETF made up ﹤0.01% of Elmwood Wealth Management's portfolio in Q2 2021, its #319 holding.
Elmwood Wealth Management first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q1 2018 and has held it in 11 quarters since.
Elmwood Wealth Management's abrdn Physical Precious Metals Basket Shares ETF position peaked at $6K in Q4 2018.
109 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.