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Lodestone Wealth Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Lodestone Wealth Management’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 		$156K Buy
836
+108
+15% +$20.8K 0.05% 208
2026
Q2 		$132K Sell
728
-272
-27% -$57.5K 0.05% 209
2026
Q1 		$219K Hold
1,000
– – 0.09% 168
2025
Q4 		$206K Buy
+1,000
New +$184K 0.08% 166

Other funds holding GLTR

Wealth Enhancement Advisory Services
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
SS
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
Valeo Financial Advisors
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
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Lodestone Wealth Management's GLTR Position: Q3 2026 in Review

Lodestone Wealth Management increased its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 15% in Q3 2026, buying an estimated $20.8K and bringing the position to 836 shares worth $156K. The position accounts for 0.05% of the portfolio, ranked #208.

Lodestone Wealth Management first reported a position in GLTR in Q4 2025 and has held it in 4 quarters since. The position peaked at $219K in Q1 2026. 30 funds tracked by Wall St. Rank hold GLTR as of Q3 2026.

  • Lodestone Wealth Management held 836 shares of abrdn Physical Precious Metals Basket Shares ETF worth $156K as of Q3 2026.
  • Lodestone Wealth Management bought 108 abrdn Physical Precious Metals Basket Shares ETF shares in Q3 2026, an estimated $20.8K.
  • abrdn Physical Precious Metals Basket Shares ETF made up 0.05% of Lodestone Wealth Management's portfolio in Q3 2026, its #208 holding.
  • Lodestone Wealth Management first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's abrdn Physical Precious Metals Basket Shares ETF position peaked at $219K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.