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HBC Financial Services’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

HBC Financial Services’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
2024
Q4 		$4K Hold
45
– – ﹤0.01% 141
2024
Q3 		$5K Buy
+45
New +$4.82K ﹤0.01% 135

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HBC Financial Services's GLTR Position: Q4 2024 in Review

HBC Financial Services held its abrdn Physical Precious Metals Basket Shares ETF (GLTR) position steady in Q4 2024 at 45 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #141.

HBC Financial Services first reported a position in GLTR in Q3 2024 and has held it in 2 quarters since. The position peaked at $5K in Q3 2024. 156 funds tracked by Wall St. Rank hold GLTR as of Q4 2024.

  • HBC Financial Services held 45 shares of abrdn Physical Precious Metals Basket Shares ETF worth $4K as of Q4 2024.
  • HBC Financial Services left its abrdn Physical Precious Metals Basket Shares ETF share count unchanged in Q4 2024.
  • abrdn Physical Precious Metals Basket Shares ETF made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #141 holding.
  • HBC Financial Services first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2024 and has held it in 2 quarters since.
  • HBC Financial Services's abrdn Physical Precious Metals Basket Shares ETF position peaked at $5K in Q3 2024.
  • 156 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.