Insight Wealth Strategies’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Insight Wealth Strategies’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 Q2	$711K	Hold	3,908	–	–	0.07%	111
2026 Q1	$855K	Buy	3,908 +404	+12%	+$94.9K	0.1%	113
2025 Q4	$720K	Sell	3,504 -20	-0.6%	-$3.67K	0.08%	116
2025 Q3	$583K	Buy	3,524 +968	+38%	+$142K	0.07%	121
2025 Q2	$355K	Sell	2,556 -54,399	-96%	-$7.27M	0.04%	133
2025 Q1	$7.37M	Sell	56,955 -723	-1%	-$86.8K	0.99%	28
2024 Q4	$6.33M	Buy	+57,678	New	+$6.59M	0.85%	27

Other funds holding GLTR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CFB

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Insight Wealth Strategies's GLTR Position: Q2 2026 in Review

Insight Wealth Strategies held its abrdn Physical Precious Metals Basket Shares ETF (GLTR) position steady in Q2 2026 at 3,908 shares worth $711K. The position accounts for 0.07% of the portfolio, ranked #111.

Insight Wealth Strategies first reported a position in GLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.37M in Q1 2025. 158 funds tracked by Wall St. Rank hold GLTR as of Q2 2026.

Insight Wealth Strategies held 3,908 shares of abrdn Physical Precious Metals Basket Shares ETF worth $711K as of Q2 2026.
Insight Wealth Strategies left its abrdn Physical Precious Metals Basket Shares ETF share count unchanged in Q2 2026.
abrdn Physical Precious Metals Basket Shares ETF made up 0.07% of Insight Wealth Strategies's portfolio in Q2 2026, its #111 holding.
Insight Wealth Strategies first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2024 and has held it in 7 quarters since.
Insight Wealth Strategies's abrdn Physical Precious Metals Basket Shares ETF position peaked at $7.37M in Q1 2025.
158 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.