Peak Financial Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.5M | Sell |
61,857
-10,535
| -15% | -$2.47M | 3.43% | 8 |
|
|
2025
Q4 | $14.9M | Sell |
72,392
-1,619
| -2% | -$297K | 3.84% | 7 |
|
|
2025
Q3 | $12.2M | Sell |
74,011
-920
| -1% | -$135K | 3.24% | 8 |
|
|
2025
Q2 | $10.4M | Sell |
74,931
-2,686
| -3% | -$359K | 2.94% | 12 |
|
|
2025
Q1 | $10M | Buy |
77,617
+52
| +0.1% | +$6.24K | 3.01% | 10 |
|
|
2024
Q4 | $8.52M | Sell |
77,565
-470
| -0.6% | -$53.7K | 2.55% | 15 |
|
|
2024
Q3 | $8.84M | Sell |
78,035
-289
| -0.4% | -$30.9K | 2.6% | 16 |
|
|
2024
Q2 | $8.07M | Sell |
78,324
-186
| -0.2% | -$19.1K | 2.52% | 16 |
|
|
2024
Q1 | $7.5M | Buy |
78,510
+1,607
| +2% | +$144K | 2.38% | 18 |
|
|
2023
Q4 | $7M | Sell |
76,903
-2,471
| -3% | -$217K | 2.35% | 18 |
|
|
2023
Q3 | $6.68M | Buy |
79,374
+3,659
| +5% | +$322K | 2.43% | 16 |
|
|
2023
Q2 | $6.57M | Buy |
75,715
+1,488
| +2% | +$136K | 2.34% | 17 |
|
|
2023
Q1 | $6.77M | Buy |
74,227
+1,728
| +2% | +$152K | 2.52% | 18 |
|
|
2022
Q4 | $6.47M | Sell |
72,499
-2,600
| -3% | -$220K | 2.54% | 18 |
|
|
2022
Q3 | $6.09M | Buy |
75,099
+2,868
| +4% | +$238K | 2.54% | 17 |
|
|
2022
Q2 | $6.16M | Buy |
72,231
+3,409
| +5% | +$310K | 2.37% | 18 |
|
|
2022
Q1 | $6.61M | Buy |
68,822
+1,771
| +3% | +$167K | 2.22% | 20 |
|
|
2021
Q4 | $6M | Buy |
67,051
+770
| +1% | +$68.6K | 1.94% | 22 |
|
|
2021
Q3 | $5.73M | Buy |
66,281
+2,139
| +3% | +$199K | 1.94% | 23 |
|
|
2021
Q2 | $6.19M | Buy |
64,142
+2,964
| +5% | +$293K | 2.1% | 22 |
|
|
2021
Q1 | $5.67M | Buy |
61,178
+1,112
| +2% | +$106K | 2.05% | 22 |
|
|
2020
Q4 | $5.94M | Buy |
60,066
+2,202
| +4% | +$210K | 2.24% | 21 |
|
|
2020
Q3 | $5.44M | Buy |
57,864
+575
| +1% | +$54.8K | 2.35% | 18 |
|
|
2020
Q2 | $4.79M | Sell |
57,289
-8,895
| -13% | -$711K | 2.25% | 18 |
|
|
2020
Q1 | $4.97M | Sell |
66,184
-19,239
| -23% | -$1.52M | 2.54% | 16 |
|
|
2019
Q4 | $6.53M | Sell |
85,423
-2,518
| -3% | -$186K | 2.78% | 12 |
|
|
2019
Q3 | $6.38M | Sell |
87,941
-2,509
| -3% | -$180K | 2.84% | 11 |
|
|
2019
Q2 | $6.16M | Sell |
90,450
-1,455
| -2% | -$93.1K | 2.76% | 13 |
|
|
2019
Q1 | $5.85M | Sell |
91,905
-2,050
| -2% | -$133K | 2.69% | 13 |
|
|
2018
Q4 | $5.93M | Sell |
93,955
-22,313
| -19% | -$1.34M | 2.92% | 12 |
|
|
2018
Q3 | $6.83M | Buy |
116,268
+1,908
| +2% | +$112K | 3.07% | 16 |
|
|
2018
Q2 | $7.04M | Buy |
114,360
+5,840
| +5% | +$373K | 3.25% | 13 |
|
|
2018
Q1 | $6.98M | Sell |
108,520
-25,325
| -19% | -$1.66M | 3.32% | 12 |
|
|
2017
Q4 | $8.7M | Sell |
133,845
-2,408
| -2% | -$153K | 3.3% | 12 |
|
|
2017
Q3 | $8.63M | Sell |
136,253
-770
| -0.6% | -$48.9K | 3.33% | 13 |
|
|
2017
Q2 | $8.46M | Buy |
137,023
+10,825
| +9% | +$680K | 3.31% | 14 |
|
|
2017
Q1 | $8.03M | Buy |
+126,198
| New | +$7.82M | 3.24% | 14 |
|
Other funds holding GLTR
CFB
Peak Financial Management's GLTR Position: Q1 2026 in Review
Peak Financial Management reduced its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 15% in Q1 2026, selling an estimated $2.47M and leaving 61,857 shares worth $13.5M. The position accounts for 3.43% of the portfolio, ranked #8.
Peak Financial Management first reported a position in GLTR in Q1 2017 and has held it in 37 quarters since. The position peaked at $14.9M in Q4 2025. 273 funds tracked by Wall St. Rank hold GLTR as of Q1 2026.
- Peak Financial Management held 61,857 shares of abrdn Physical Precious Metals Basket Shares ETF worth $13.5M as of Q1 2026.
- Peak Financial Management sold 10,535 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2026, an estimated $2.47M.
- abrdn Physical Precious Metals Basket Shares ETF made up 3.43% of Peak Financial Management's portfolio in Q1 2026, its #8 holding.
- Peak Financial Management first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q1 2017 and has held it in 37 quarters since.
- Peak Financial Management's abrdn Physical Precious Metals Basket Shares ETF position peaked at $14.9M in Q4 2025.
- 273 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2026.
Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.