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Lake Street Advisors Group’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Lake Street Advisors Group’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 		$264K Buy
+2,400
New +$274K 0.01% 491

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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 $8.81B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lake Street Advisors Group's GLTR Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2024: 2,400 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #491 among its holdings.

155 funds tracked by Wall St. Rank hold GLTR as of Q4 2024.

  • Lake Street Advisors Group held 2,400 shares of abrdn Physical Precious Metals Basket Shares ETF worth $264K as of Q4 2024.
  • abrdn Physical Precious Metals Basket Shares ETF was a new Lake Street Advisors Group position in Q4 2024.
  • abrdn Physical Precious Metals Basket Shares ETF made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #491 holding.
  • 155 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.