Sequoia Financial Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Sequoia Financial 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
2026 Q2	$29.3M	Sell	161,492 -2,026	-1%	-$428K	0.15%	106
2026 Q1	$35.8M	Sell	163,518 -2,873	-2%	-$675K	0.2%	87
2025 Q4	$34.2M	Sell	166,391 -4,333	-3%	-$796K	0.19%	91
2025 Q3	$28.2M	Sell	170,724 -1,766	-1%	-$258K	0.17%	103
2025 Q2	$23.8M	Sell	172,490 -17,688	-9%	-$2.36M	0.16%	109
2025 Q1	$24.6M	Sell	190,178 -16,389	-8%	-$1.97M	0.19%	104
2024 Q4	$22.7M	Buy	206,567 +204,095	+8,256%	+$23.3M	0.22%	98
2024 Q3	$280K	Buy	+2,472	New	+$265K	﹤0.01%	999

Other funds holding GLTR

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sequoia Financial Advisors's GLTR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 1.2% in Q2 2026, selling an estimated $428K and leaving 161,492 shares worth $29.3M. The position accounts for 0.15% of the portfolio, ranked #106.

Sequoia Financial Advisors first reported a position in GLTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $35.8M in Q1 2026. 253 funds tracked by Wall St. Rank hold GLTR as of Q2 2026.

Sequoia Financial Advisors held 161,492 shares of abrdn Physical Precious Metals Basket Shares ETF worth $29.3M as of Q2 2026.
Sequoia Financial Advisors sold 2,026 abrdn Physical Precious Metals Basket Shares ETF shares in Q2 2026, an estimated $428K.
abrdn Physical Precious Metals Basket Shares ETF made up 0.15% of Sequoia Financial Advisors's portfolio in Q2 2026, its #106 holding.
Sequoia Financial Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2024 and has held it in 8 quarters since.
Sequoia Financial Advisors's abrdn Physical Precious Metals Basket Shares ETF position peaked at $35.8M in Q1 2026.
253 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.