Richard C. Young & Co’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Richard C. Young & Co’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
2016 Q1	–	Sell	-170,203	Closed	-$8.9M	–	69
2015 Q4	$8.9M	Buy	+170,203	New	+$9.36M	2.03%	20
2015 Q1	–	Sell	-85,729	Closed	-$5.22M	–	69
2014 Q4	$5.22M	Buy	+85,729	New	+$5.34M	1.1%	38

Other funds holding GLTR

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

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

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

Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Richard C. Young & Co's GLTR Position: Q1 2016 in Review

Richard C. Young & Co sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2016, closing a stake of 170,203 shares — an estimated $8.9M sold.

Richard C. Young & Co first reported a position in GLTR in Q4 2014 and held it in 2 quarters. The position peaked at $8.9M in Q4 2015. 30 funds tracked by Wall St. Rank hold GLTR as of Q1 2016.

Richard C. Young & Co reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q1 2016 after selling out during the quarter.
Richard C. Young & Co sold 170,203 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2016, an estimated $8.9M.
Richard C. Young & Co first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2014 and held it in 2 quarters.
Richard C. Young & Co's abrdn Physical Precious Metals Basket Shares ETF position peaked at $8.9M in Q4 2015.
30 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2016.

Based on Richard C. Young & Co's 13F filing for Q1 2016, filed 10 May 2016.