SIM
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Sims Investment Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Sims Investment Management’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 		– Sell
-30
Closed -$5.43K – 85
2026
Q2 		$5.43K Buy
+30
New +$6.34K ﹤0.01% 117

Other funds holding GLTR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Sims Investment Management's GLTR Position: Q3 2026 in Review

Sims Investment Management sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q3 2026, closing a stake of 30 shares — an estimated $5.43K sold.

Sims Investment Management first reported a position in GLTR in Q2 2026 and held it in 1 quarter. The position peaked at $5.43K in Q2 2026. 30 funds tracked by Wall St. Rank hold GLTR as of Q3 2026.

  • Sims Investment Management reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 30 abrdn Physical Precious Metals Basket Shares ETF shares in Q3 2026, an estimated $5.43K.
  • Sims Investment Management first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's abrdn Physical Precious Metals Basket Shares ETF position peaked at $5.43K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.