Root Financial Partners’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Root Financial Partners’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 Q3	$12.3K	Buy	+66	New	+$12.7K	﹤0.01%	1812
2026 Q2	–	Sell	-25	Closed	-$5.47K	–	1527
2026 Q1	$5.47K	Buy	+25	New	+$5.87K	﹤0.01%	1917

Other funds holding GLTR

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

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Summit Wealth & Retirement Planning San Ramon, California $493M AUM 17.07% 1-Year Est. Return

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

Root Financial Partners's GLTR Position: Q3 2026 in Review

Root Financial Partners opened a new position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q3 2026: 66 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #1812 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GLTR as recently as Q1 2026.

Root Financial Partners first reported a position in GLTR in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold GLTR as of Q3 2026.

Root Financial Partners held 66 shares of abrdn Physical Precious Metals Basket Shares ETF worth $12.3K as of Q3 2026.
abrdn Physical Precious Metals Basket Shares ETF was a new Root Financial Partners position in Q3 2026.
abrdn Physical Precious Metals Basket Shares ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1812 holding.
Root Financial Partners first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q1 2026 and has held it in 2 quarters since.
245 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.