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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return