Householder Group Estate & Retirement Specialist’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Householder Group Estate & Retirement Specialist’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	$0	Sell	1 -1,000	-100%	-$114K	﹤0.01%	793
2024 Q3	$113K	Buy	1,001 +731	+271%	+$78.3K	0.03%	340
2024 Q2	$27K	Sell	270 -4	-1%	-$411	0.01%	601
2024 Q1	$26.2K	Buy	274 +247	+915%	+$22.2K	0.01%	610
2023 Q4	$2K	Sell	27 -50	-65%	-$4.39K	﹤0.01%	990
2023 Q3	$6.48K	Buy	+77	New	+$6.77K	﹤0.01%	879
2023 Q1	$5K	Buy	+50	New	+$4.41K	﹤0.01%	954
2022 Q4	–	Sell	-50	Closed	-$4K	–	616
2022 Q3	$4K	Buy	+50	New	+$4.14K	﹤0.01%	893

Other funds holding GLTR

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

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

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

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

SFA

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

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

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's GLTR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 100% in Q4 2024, selling an estimated $114K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Householder Group Estate & Retirement Specialist first reported a position in GLTR in Q3 2022 and has held it in 8 quarters since. The position peaked at $113K in Q3 2024. 155 funds tracked by Wall St. Rank hold GLTR as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1 share of abrdn Physical Precious Metals Basket Shares ETF worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,000 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2024, an estimated $114K.
abrdn Physical Precious Metals Basket Shares ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #793 holding.
Householder Group Estate & Retirement Specialist first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's abrdn Physical Precious Metals Basket Shares ETF position peaked at $113K in Q3 2024.
155 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.