River Wealth Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

River Wealth Advisors’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
2019 Q1	–	Sell	-313	Closed	-$20K	–	282
2018 Q4	$20K	Buy	+313	New	+$18.8K	0.01%	335
2018 Q3	–	Sell	-300	Closed	-$18K	–	586
2018 Q2	$18K	Buy	+300	New	+$19.2K	0.01%	373

Other funds holding GLTR

CSIA

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

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

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

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

River Wealth Advisors's GLTR Position: Q1 2019 in Review

River Wealth Advisors sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2019, closing a stake of 313 shares — an estimated $20K sold.

River Wealth Advisors first reported a position in GLTR in Q2 2018 and held it in 2 quarters. The position peaked at $20K in Q4 2018. 54 funds tracked by Wall St. Rank hold GLTR as of Q1 2019.

River Wealth Advisors reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 313 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2019, an estimated $20K.
River Wealth Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2018 and held it in 2 quarters.
River Wealth Advisors's abrdn Physical Precious Metals Basket Shares ETF position peaked at $20K in Q4 2018.
54 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.