Focus Partners Wealth
GLTR icon

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

Focus Partners Wealth’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
Q1 		$45.3M Sell
207,138
-12,036
-5% -$2.83M 0.05% 310
2025
Q4 		$45.1M Buy
219,174
+12,744
+6% +$2.34M 0.05% 307
2025
Q3 		$34.2M Buy
206,430
+33,587
+19% +$4.92M 0.06% 285
2025
Q2 		$23.9M Buy
172,843
+26,277
+18% +$3.51M 0.05% 321
2025
Q1 		$19M Buy
146,566
+44,543
+44% +$5.34M 0.05% 335
2024
Q4 		$11.2M Buy
102,023
+98,667
+2,940% +$11.3M 0.03% 443
2024
Q3 		$380K Sell
3,356
-50,229
-94% -$5.38M ﹤0.01% 1240
2024
Q2 		$5.73M Buy
53,585
+1,573
+3% +$162K 0.02% 474
2024
Q1 		$5.17M Buy
+52,012
New +$4.67M 0.04% 318

Other funds holding GLTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return