LMKC
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L.M. Kohn & Company’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

L.M. Kohn & Company’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
2023
Q1 		– Sell
-3,033
Closed -$271K – 230
2022
Q4 		$271K Buy
+3,033
New +$256K 0.13% 168

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

L.M. Kohn & Company's GLTR Position: Q1 2023 in Review

L.M. Kohn & Company sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2023, closing a stake of 3,033 shares — an estimated $271K sold.

L.M. Kohn & Company first reported a position in GLTR in Q4 2022 and held it in 1 quarter. The position peaked at $271K in Q4 2022. 127 funds tracked by Wall St. Rank hold GLTR as of Q1 2023.

  • L.M. Kohn & Company reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q1 2023 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,033 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2023, an estimated $271K.
  • L.M. Kohn & Company first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2022 and held it in 1 quarter.
  • L.M. Kohn & Company's abrdn Physical Precious Metals Basket Shares ETF position peaked at $271K in Q4 2022.
  • 127 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2023.

Based on L.M. Kohn & Company's 13F filing for Q1 2023, filed 8 May 2023.