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

IHT 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
2026
Q1 		$1.37M Sell
6,243
-958
-13% -$225K 0.03% 484
2025
Q4 		$1.48M Sell
7,201
-551
-7% -$101K 0.04% 425
2025
Q3 		$1.28M Buy
7,752
+8
+0.1% +$1.17K 0.03% 455
2025
Q2 		$1.07M Sell
7,744
-939
-11% -$125K 0.03% 482
2025
Q1 		$1.12M Sell
8,683
-3,084
-26% -$370K 0.04% 441
2024
Q4 		$1.29M Sell
11,767
-20,288
-63% -$2.32M 0.04% 371
2024
Q3 		$3.63M Buy
32,055
+4,854
+18% +$520K 0.1% 201
2024
Q2 		$2.8M Buy
27,201
+20,342
+297% +$2.09M 0.1% 192
2024
Q1 		$655K Sell
6,859
-16,825
-71% -$1.51M 0.03% 550
2023
Q4 		$2.16M Buy
23,684
+9,920
+72% +$872K 0.1% 210
2023
Q3 		$1.16M Buy
+13,764
New +$1.21M 0.06% 318

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return