Plan Group Financial’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Plan Group Financial’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	$208K	Buy	+950	New	+$223K	0.05%	215

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

Plan Group Financial's GLTR Position: Q1 2026 in Review

Plan Group Financial opened a new position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2026: 950 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #215 among its holdings.

273 funds tracked by Wall St. Rank hold GLTR as of Q1 2026.

Plan Group Financial held 950 shares of abrdn Physical Precious Metals Basket Shares ETF worth $208K as of Q1 2026.
abrdn Physical Precious Metals Basket Shares ETF was a new Plan Group Financial position in Q1 2026.
abrdn Physical Precious Metals Basket Shares ETF made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #215 holding.
273 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.