Salomon & Ludwin’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Salomon & Ludwin’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 Q1	–	Sell	-1,541	Closed	-$169K	–	724
2024 Q4	$169K	Hold	1,541	–	–	0.02%	148
2024 Q3	$175K	Hold	1,541	–	–	0.02%	154
2024 Q2	$159K	Hold	1,541	–	–	0.02%	162
2024 Q1	$147K	Hold	1,541	–	–	0.01%	211
2023 Q4	$130K	Hold	1,541	–	–	0.01%	204
2023 Q3	$130K	Buy	+1,541	New	+$135K	0.01%	204

Other funds holding GLTR

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SFA

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

SWRP

Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Salomon & Ludwin's GLTR Position: Q1 2025 in Review

Salomon & Ludwin sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2025, closing a stake of 1,541 shares — an estimated $169K sold.

Salomon & Ludwin first reported a position in GLTR in Q3 2023 and held it in 6 quarters. The position peaked at $175K in Q3 2024. 160 funds tracked by Wall St. Rank hold GLTR as of Q1 2025.

Salomon & Ludwin reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q1 2025 after selling out during the quarter.
Salomon & Ludwin sold 1,541 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2025, an estimated $169K.
Salomon & Ludwin first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2023 and held it in 6 quarters.
Salomon & Ludwin's abrdn Physical Precious Metals Basket Shares ETF position peaked at $175K in Q3 2024.
160 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2025.

Based on Salomon & Ludwin's 13F filing for Q1 2025, filed 28 Apr 2025.