RWB
GLTR icon

RMR Wealth Builders’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

RMR Wealth Builders’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
2020
Q4 		– Sell
-6,450
Closed -$606K – 531
2020
Q3 		$606K Buy
+6,450
New +$615K 0.16% 101

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return

RMR Wealth Builders's GLTR Position: Q4 2020 in Review

RMR Wealth Builders sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2020, closing a stake of 6,450 shares — an estimated $606K sold.

RMR Wealth Builders first reported a position in GLTR in Q3 2020 and held it in 1 quarter. The position peaked at $606K in Q3 2020. 77 funds tracked by Wall St. Rank hold GLTR as of Q4 2020.

  • RMR Wealth Builders reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q4 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 6,450 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2020, an estimated $606K.
  • RMR Wealth Builders first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2020 and held it in 1 quarter.
  • RMR Wealth Builders's abrdn Physical Precious Metals Basket Shares ETF position peaked at $606K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2020.

Based on RMR Wealth Builders's 13F filing for Q4 2020, filed 9 Feb 2021.