Global Retirement Partners’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Global Retirement Partners’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
2025 Q4	$74K	Buy	360 +160	+80%	+$29.4K	﹤0.01%	2104
2025 Q3	$33.1K	Hold	200	–	–	﹤0.01%	2126
2025 Q2	$27.6K	Buy	+200	New	+$26.7K	﹤0.01%	2110
2024 Q4	$22K	Sell	200 -850	-81%	-$97K	﹤0.01%	2043
2024 Q3	$119K	Hold	1,050	–	–	﹤0.01%	1155
2024 Q2	$108K	Buy	1,050 +850	+425%	+$87.4K	﹤0.01%	1153
2024 Q1	$19.1K	Hold	200	–	–	﹤0.01%	1833
2023 Q4	$17.6K	Hold	200	–	–	﹤0.01%	1815
2023 Q3	$16.3K	Sell	200 -355	-64%	-$31.2K	﹤0.01%	1730
2023 Q2	$48.2K	Hold	555	–	–	﹤0.01%	1295
2023 Q1	$52.5K	Buy	555 +137	+33%	+$12.1K	﹤0.01%	1214
2022 Q4	$37.3K	Hold	418	–	–	﹤0.01%	1227
2022 Q3	$33K	Hold	418	–	–	﹤0.01%	1173
2022 Q2	$36K	Hold	418	–	–	﹤0.01%	1122
2022 Q1	$38K	Buy	+418	New	+$39.4K	﹤0.01%	1107
2021 Q4	–	Sell	-665	Closed	-$57K	–	844
2021 Q3	$57K	Buy	665 +115	+21%	+$10.7K	0.01%	814
2021 Q2	$53K	Hold	550	–	–	0.01%	825
2021 Q1	$51K	Hold	550	–	–	0.01%	788
2020 Q4	$54K	Hold	550	–	–	0.01%	699
2020 Q3	$52K	Hold	550	–	–	0.01%	627
2020 Q2	$46K	Hold	550	–	–	0.01%	665
2020 Q1	$41K	Hold	550	–	–	0.01%	616
2019 Q4	$42K	Hold	550	–	–	0.01%	687
2019 Q3	$40K	Hold	550	–	–	0.01%	677
2019 Q2	$37K	Hold	550	–	–	0.01%	687
2019 Q1	$35K	Hold	550	–	–	0.01%	645
2018 Q4	$35K	Hold	550	–	–	0.01%	598
2018 Q3	$32K	Hold	550	–	–	0.01%	671
2018 Q2	$34K	Buy	+550	New	+$35.2K	0.01%	640

Other funds holding GLTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Global Retirement Partners's GLTR Position: Q4 2025 in Review

Global Retirement Partners increased its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 80% in Q4 2025, buying an estimated $29.4K and bringing the position to 360 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Global Retirement Partners first reported a position in GLTR in Q2 2018 and has held it in 29 quarters since. The position peaked at $119K in Q3 2024. 230 funds tracked by Wall St. Rank hold GLTR as of Q4 2025.

Global Retirement Partners held 360 shares of abrdn Physical Precious Metals Basket Shares ETF worth $74K as of Q4 2025.
Global Retirement Partners bought 160 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2025, an estimated $29.4K.
abrdn Physical Precious Metals Basket Shares ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2104 holding.
Global Retirement Partners first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2018 and has held it in 29 quarters since.
Global Retirement Partners's abrdn Physical Precious Metals Basket Shares ETF position peaked at $119K in Q3 2024.
230 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.