Medallion Wealth Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Medallion Wealth Advisors’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 Q1	$43.7K	Hold	200	–	–	0.01%	498
2025 Q4	$41.1K	Hold	200	–	–	0.01%	501
2025 Q3	$33.1K	Hold	200	–	–	0.01%	541
2025 Q2	$27.8K	Hold	200	–	–	0.01%	561
2025 Q1	$25.8K	Hold	200	–	–	0.01%	536
2024 Q4	$22K	Buy	+200	New	+$22.8K	0.01%	550

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 $10.1B AUM 29.18% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Medallion Wealth Advisors's GLTR Position: Q1 2026 in Review

Medallion Wealth Advisors held its abrdn Physical Precious Metals Basket Shares ETF (GLTR) position steady in Q1 2026 at 200 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #498.

Medallion Wealth Advisors first reported a position in GLTR in Q4 2024 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold GLTR as of Q1 2026.

Medallion Wealth Advisors held 200 shares of abrdn Physical Precious Metals Basket Shares ETF worth $43.7K as of Q1 2026.
Medallion Wealth Advisors left its abrdn Physical Precious Metals Basket Shares ETF share count unchanged in Q1 2026.
abrdn Physical Precious Metals Basket Shares ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #498 holding.
Medallion Wealth Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2024 and has held it in 6 quarters since.
273 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.