Gupta Wealth Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Gupta 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
2015 Q4	–	Sell	-100	Closed	-$6K	–	1295
2015 Q3	$6K	Hold	100	–	–	﹤0.01%	1016
2015 Q2	$6K	Hold	100	–	–	﹤0.01%	995
2015 Q1	$6K	Buy	+100	New	+$6.28K	﹤0.01%	856

Other funds holding GLTR

CSIA

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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

RBC

Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Gupta Wealth Management's GLTR Position: Q4 2015 in Review

Gupta Wealth Management sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2015, closing a stake of 100 shares — an estimated $6K sold.

Gupta Wealth Management first reported a position in GLTR in Q1 2015 and held it in 3 quarters. The position peaked at $6K in Q3 2015. 33 funds tracked by Wall St. Rank hold GLTR as of Q4 2015.

Gupta Wealth Management reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q4 2015 after selling out during the quarter.
Gupta Wealth Management sold 100 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2015, an estimated $6K.
Gupta Wealth Management first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q1 2015 and held it in 3 quarters.
Gupta Wealth Management's abrdn Physical Precious Metals Basket Shares ETF position peaked at $6K in Q3 2015.
33 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.