SS
GLTR icon

Sound Stewardship’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Sound Stewardship’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 		$8.85M Buy
48,878
+329
+0.7% +$69.5K 3.65% 9
2026
Q1 		$10.6M Sell
48,549
-9,929
-17% -$2.33M 4.86% 4
2025
Q4 		$12M Sell
58,478
-8,782
-13% -$1.61M 5.76% 4
2025
Q3 		$11.1M Sell
67,260
-2,091
-3% -$306K 5.34% 4
2025
Q2 		$9.58M Sell
69,351
-6,975
-9% -$932K 4.94% 4
2025
Q1 		$9.88M Sell
76,326
-4,261
-5% -$511K 5.63% 4
2024
Q4 		$8.85M Sell
80,587
-4,782
-6% -$546K 5.26% 4
2024
Q3 		$9.67M Sell
85,369
-1,495
-2% -$160K 5.43% 4
2024
Q2 		$8.95M Sell
86,864
-2,588
-3% -$266K 5.44% 4
2024
Q1 		$8.54M Buy
89,452
+2,822
+3% +$253K 5.18% 4
2023
Q4 		$7.89M Buy
86,630
+755
+0.9% +$66.3K 5.22% 3
2023
Q3 		$7.23M Sell
85,875
-1,332
-2% -$117K 4.85% 3
2023
Q2 		$7.57M Sell
87,207
-91
-0.1% -$8.33K 4.98% 3
2023
Q1 		$7.96M Buy
87,298
+180
+0.2% +$15.9K 5.36% 2
2022
Q4 		$7.77M Buy
+87,118
New +$7.36M 5.75% 2

Other funds holding GLTR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return