SFP
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Sterling Financial Planning’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-525
Closed -$45K – 219
2021
Q3 		$45K Buy
525
+140
+36% +$13K 0.03% 191
2021
Q2 		$37K Buy
+385
New +$38K 0.02% 201

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Sterling Financial Planning's GLTR Position: Q4 2021 in Review

Sterling Financial Planning sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2021, closing a stake of 525 shares — an estimated $45K sold.

Sterling Financial Planning first reported a position in GLTR in Q2 2021 and held it in 2 quarters. The position peaked at $45K in Q3 2021. 114 funds tracked by Wall St. Rank hold GLTR as of Q4 2021.

  • Sterling Financial Planning reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 525 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2021, an estimated $45K.
  • Sterling Financial Planning first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2021 and held it in 2 quarters.
  • Sterling Financial Planning's abrdn Physical Precious Metals Basket Shares ETF position peaked at $45K in Q3 2021.
  • 114 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.