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SS&H Financial Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

SS&H 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
2025
Q4 		– Sell
-2,000
Closed -$331K – 126
2025
Q3 		$331K Hold
2,000
– – 0.1% 110
2025
Q2 		$276K Buy
+2,000
New +$267K 0.09% 110

Other funds holding GLTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SS&H Financial Advisors's GLTR Position: Q4 2025 in Review

SS&H Financial Advisors sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2025, closing a stake of 2,000 shares — an estimated $331K sold.

SS&H Financial Advisors first reported a position in GLTR in Q2 2025 and held it in 2 quarters. The position peaked at $331K in Q3 2025. 230 funds tracked by Wall St. Rank hold GLTR as of Q4 2025.

  • SS&H Financial Advisors reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q4 2025 after selling out during the quarter.
  • SS&H Financial Advisors sold 2,000 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2025, an estimated $331K.
  • SS&H Financial Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2025 and held it in 2 quarters.
  • SS&H Financial Advisors's abrdn Physical Precious Metals Basket Shares ETF position peaked at $331K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.