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Grey Fox Wealth Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Grey Fox Wealth Advisors’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 		– Sell
-236
Closed -$39K – 324
2025
Q3 		$39K Buy
+236
New +$34.5K 0.01% 286

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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 $20.1B AUM 24.77% 1-Year Est. Return

Grey Fox Wealth Advisors's GLTR Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2025, closing a stake of 236 shares — an estimated $39K sold.

Grey Fox Wealth Advisors first reported a position in GLTR in Q3 2025 and held it in 1 quarter. The position peaked at $39K in Q3 2025. 230 funds tracked by Wall St. Rank hold GLTR as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 236 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2025, an estimated $39K.
  • Grey Fox Wealth Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's abrdn Physical Precious Metals Basket Shares ETF position peaked at $39K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.