Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LWP
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
CFB
Cullen/Frost Bankers
San Antonio, Texas
$8.81B AUM
22.47%
1-Year Est. Return
Rockefeller Capital Management
New York
$56.4B AUM
24.96%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close