GI
GLTR icon

Gradient Investments’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Gradient Investments’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
2017
Q1 		– Sell
-18
Closed -$1K – 787
2016
Q4 		$1K Sell
18
-1,350
-99% -$82.3K ﹤0.01% 671
2016
Q3 		$91K Hold
1,368
– – 0.01% 217
2016
Q2 		$90K Sell
1,368
-2,251
-62% -$139K 0.01% 216
2016
Q1 		$215K Sell
3,619
-454
-11% -$25.8K 0.03% 170
2015
Q4 		$213K Buy
4,073
+4
+0.1% +$220 0.03% 169
2015
Q3 		$225K Buy
4,069
+371
+10% +$20.8K 0.03% 167
2015
Q2 		$219K Buy
3,698
+696
+23% +$42.6K 0.03% 166
2015
Q1 		$183K Buy
3,002
+116
+4% +$7.28K 0.03% 169
2014
Q4 		$176K Buy
2,886
+45
+2% +$2.8K 0.03% 165
2014
Q3 		$180K Sell
2,841
-36
-1% -$2.5K 0.03% 158
2014
Q2 		$208K Hold
2,877
– – 0.04% 155
2014
Q1 		$199K Sell
2,877
-50
-2% -$3.5K 0.05% 154
2013
Q4 		$193K Sell
2,927
-25
-0.8% -$1.74K 0.05% 160
2013
Q3 		$214K Buy
2,952
+69
+2% +$4.99K 0.07% 108
2013
Q2 		$192K Buy
+2,883
New +$222K 0.07% 109

Other funds holding GLTR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $354M AUM 50.12% 1-Year Est. Return