Moisand Fitzgerald Tamayo’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q1	–	Sell	-71	Closed	-$6.33K	–	788
2022 Q4	$6.33K	Hold	71	–	–	﹤0.01%	372
2022 Q3	$6K	Hold	71	–	–	﹤0.01%	337
2022 Q2	$6K	Buy	+71	New	+$6.45K	﹤0.01%	309
2022 Q1	–	Sell	-71	Closed	-$6K	–	557
2021 Q4	$6K	Hold	71	–	–	﹤0.01%	287
2021 Q3	$6K	Hold	71	–	–	﹤0.01%	278
2021 Q2	$7K	Hold	71	–	–	﹤0.01%	291
2021 Q1	$7K	Sell	71 -22	-24%	-$2.1K	﹤0.01%	239
2020 Q4	$9K	Buy	93 +22	+31%	+$2.09K	﹤0.01%	220
2020 Q3	$7K	Buy	+71	New	+$6.76K	﹤0.01%	218

Other funds holding GLTR

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

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CCFCSB

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

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

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

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

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's GLTR Position: Q1 2023 in Review

Moisand Fitzgerald Tamayo sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2023, closing a stake of 71 shares — an estimated $6.33K sold.

Moisand Fitzgerald Tamayo first reported a position in GLTR in Q3 2020 and held it in 9 quarters. The position peaked at $9K in Q4 2020. 127 funds tracked by Wall St. Rank hold GLTR as of Q1 2023.

Moisand Fitzgerald Tamayo reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q1 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 71 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2023, an estimated $6.33K.
Moisand Fitzgerald Tamayo first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2020 and held it in 9 quarters.
Moisand Fitzgerald Tamayo's abrdn Physical Precious Metals Basket Shares ETF position peaked at $9K in Q4 2020.
127 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2023, filed 5 May 2023.