Laurel Wealth Planning’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Laurel Wealth Planning’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	$917K	Sell	5,062 -8	-0.2%	-$1.69K	0.41%	43
2026 Q1	$1.11M	Hold	5,070	–	–	0.58%	37
2025 Q4	$1.04M	Sell	5,070 -731	-13%	-$134K	0.58%	36
2025 Q3	$960K	Hold	5,801	–	–	0.51%	38
2025 Q2	$801K	Sell	5,801 -60	-1%	-$8.02K	0.46%	38
2025 Q1	$759K	Hold	5,861	–	–	0.5%	35
2024 Q4	$644K	Sell	5,861 -379	-6%	-$43.3K	0.42%	37
2024 Q3	$707K	Sell	6,240 -155	-2%	-$16.6K	0.46%	37
2024 Q2	$659K	Sell	6,395 -138	-2%	-$14.2K	0.46%	37
2024 Q1	$624K	Sell	6,533 -1,068	-14%	-$95.9K	0.41%	38
2023 Q4	$692K	Sell	7,601 -363	-5%	-$31.9K	0.49%	37
2023 Q3	$670K	Sell	7,964 -755	-9%	-$66.3K	0.52%	38
2023 Q2	$756K	Sell	8,719 -180	-2%	-$16.5K	0.54%	40
2023 Q1	$812K	Sell	8,899 -1,898	-18%	-$167K	0.54%	40
2022 Q4	$963K	Sell	10,797 -2,798	-21%	-$236K	0.62%	39
2022 Q3	$1.1M	Sell	13,595 -182	-1%	-$15.1K	0.81%	33
2022 Q2	$1.18M	Hold	13,777	–	–	0.83%	33
2022 Q1	$1.32M	Sell	13,777 -639	-4%	-$60.3K	0.89%	33
2021 Q4	$1.29M	Sell	14,416 -594	-4%	-$52.9K	0.98%	31
2021 Q3	$1.3M	Hold	15,010	–	–	1.05%	26
2021 Q2	$1.45M	Hold	15,010	–	–	1.26%	25
2021 Q1	$1.39M	Sell	15,010 -604	-4%	-$57.8K	1.27%	25
2020 Q4	$1.54M	Buy	+15,614	New	+$1.49M	1.51%	24

Other funds holding GLTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Laurel Wealth Planning's GLTR Position: Q2 2026 in Review

Laurel Wealth Planning reduced its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 0.16% in Q2 2026, selling an estimated $1.69K and leaving 5,062 shares worth $917K. The position accounts for 0.41% of the portfolio, ranked #43.

Laurel Wealth Planning first reported a position in GLTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.54M in Q4 2020. 253 funds tracked by Wall St. Rank hold GLTR as of Q2 2026.

Laurel Wealth Planning held 5,062 shares of abrdn Physical Precious Metals Basket Shares ETF worth $917K as of Q2 2026.
Laurel Wealth Planning sold 8 abrdn Physical Precious Metals Basket Shares ETF shares in Q2 2026, an estimated $1.69K.
abrdn Physical Precious Metals Basket Shares ETF made up 0.41% of Laurel Wealth Planning's portfolio in Q2 2026, its #43 holding.
Laurel Wealth Planning first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2020 and has held it in 23 quarters since.
Laurel Wealth Planning's abrdn Physical Precious Metals Basket Shares ETF position peaked at $1.54M in Q4 2020.
253 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.