Prosperity Wealth Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Prosperity Wealth Management’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
2025 Q4	$457K	Buy	+2,225	New	+$409K	0.15%	147

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Prosperity Wealth Management's GLTR Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2025: 2,225 shares worth $457K. The stake represents 0.15% of the portfolio and ranks #147 among its holdings.

230 funds tracked by Wall St. Rank hold GLTR as of Q4 2025.

Prosperity Wealth Management held 2,225 shares of abrdn Physical Precious Metals Basket Shares ETF worth $457K as of Q4 2025.
abrdn Physical Precious Metals Basket Shares ETF was a new Prosperity Wealth Management position in Q4 2025.
abrdn Physical Precious Metals Basket Shares ETF made up 0.15% of Prosperity Wealth Management's portfolio in Q4 2025, its #147 holding.
230 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.