Spire Wealth Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Spire Wealth 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 Q2	$70.3K	Sell	388 -250	-39%	-$52.8K	﹤0.01%	1076
2026 Q1	$140K	Buy	638 +20	+3%	+$4.7K	﹤0.01%	888
2025 Q4	$127K	Buy	618 +490	+383%	+$90K	﹤0.01%	923
2025 Q3	$21.2K	Hold	128	–	–	﹤0.01%	1513
2025 Q2	$17.7K	Hold	128	–	–	﹤0.01%	1553
2025 Q1	$16.6K	Sell	128 -10	-7%	-$1.2K	﹤0.01%	1676
2024 Q4	$15.2K	Hold	138	–	–	﹤0.01%	1712
2024 Q3	$15.6K	Hold	138	–	–	﹤0.01%	1513
2024 Q2	$14.2K	Sell	138 -2,178	-94%	-$224K	﹤0.01%	1539
2024 Q1	$221K	Hold	2,316	–	–	﹤0.01%	742
2023 Q4	$203K	Sell	2,316 -1,652	-42%	-$145K	0.01%	760
2023 Q3	$334K	Buy	3,968 +2	+0.1%	+$176	0.01%	572
2023 Q2	$344K	Sell	3,966 -73	-2%	-$6.68K	0.01%	582
2023 Q1	$368K	Buy	4,039 +3,842	+1,950%	+$339K	0.01%	566
2022 Q4	$18K	Hold	197	–	–	﹤0.01%	1404
2022 Q3	$16K	Sell	197 -1,653	-89%	-$137K	﹤0.01%	1406
2022 Q2	$158K	Sell	1,850 -934	-34%	-$84.9K	0.01%	849
2022 Q1	$267K	Buy	2,784 +158	+6%	+$14.9K	0.01%	768
2021 Q4	$235K	Sell	2,626 -322	-11%	-$28.7K	0.01%	1022
2021 Q3	$255K	Buy	2,948 +27	+0.9%	+$2.51K	0.01%	823
2021 Q2	$282K	Sell	2,921 -404	-12%	-$39.9K	0.01%	797
2021 Q1	$308K	Buy	+3,325	New	+$318K	0.01%	849

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

Spire Wealth Management's GLTR Position: Q2 2026 in Review

Spire Wealth Management reduced its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 39% in Q2 2026, selling an estimated $52.8K and leaving 388 shares worth $70.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Spire Wealth Management first reported a position in GLTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $368K in Q1 2023. 253 funds tracked by Wall St. Rank hold GLTR as of Q2 2026.

Spire Wealth Management held 388 shares of abrdn Physical Precious Metals Basket Shares ETF worth $70.3K as of Q2 2026.
Spire Wealth Management sold 250 abrdn Physical Precious Metals Basket Shares ETF shares in Q2 2026, an estimated $52.8K.
abrdn Physical Precious Metals Basket Shares ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1076 holding.
Spire Wealth Management first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's abrdn Physical Precious Metals Basket Shares ETF position peaked at $368K in Q1 2023.
253 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.