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 Q3	$728K	Hold	3,908	–	–	0.07%	116
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies's GLTR Position: Q3 2026 in Review

Insight Wealth Strategies held its abrdn Physical Precious Metals Basket Shares ETF (GLTR) position steady in Q3 2026 at 3,908 shares worth $728K. The position accounts for 0.07% of the portfolio, ranked #116.

Insight Wealth Strategies first reported a position in GLTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.37M in Q1 2025. 26 funds tracked by Wall St. Rank hold GLTR as of Q3 2026.

Insight Wealth Strategies held 3,908 shares of abrdn Physical Precious Metals Basket Shares ETF worth $728K as of Q3 2026.
Insight Wealth Strategies left its abrdn Physical Precious Metals Basket Shares ETF share count unchanged in Q3 2026.
abrdn Physical Precious Metals Basket Shares ETF made up 0.07% of Insight Wealth Strategies's portfolio in Q3 2026, its #116 holding.
Insight Wealth Strategies first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2024 and has held it in 8 quarters since.
Insight Wealth Strategies's abrdn Physical Precious Metals Basket Shares ETF position peaked at $7.37M in Q1 2025.
26 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.