MPWM Advisory Solutions’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

MPWM Advisory Solutions’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	$25.2K	Buy	115 +15	+15%	+$3.52K	0.01%	256
2025 Q4	$20.6K	Hold	100	–	–	0.01%	249
2025 Q3	$16.5K	Hold	100	–	–	0.01%	250
2025 Q2	$13.8K	Hold	100	–	–	0.01%	273
2025 Q1	$12.9K	Hold	100	–	–	0.01%	286
2024 Q4	$11K	Buy	+100	New	+$11.4K	0.01%	307

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

MPWM Advisory Solutions's GLTR Position: Q1 2026 in Review

MPWM Advisory Solutions increased its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 15% in Q1 2026, buying an estimated $3.52K and bringing the position to 115 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #256.

MPWM Advisory Solutions 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.

MPWM Advisory Solutions held 115 shares of abrdn Physical Precious Metals Basket Shares ETF worth $25.2K as of Q1 2026.
MPWM Advisory Solutions bought 15 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2026, an estimated $3.52K.
abrdn Physical Precious Metals Basket Shares ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #256 holding.
MPWM Advisory Solutions 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 MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.