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Strategic Wealth Investment Group’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Strategic Wealth Investment Group’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 		$2.74M Buy
15,101
+3,539
+31% +$748K 0.33% 54
2026
Q1 		$2.53M Sell
11,562
-559
-5% -$131K 0.32% 51
2025
Q4 		$2.49M Sell
12,121
-11,970
-50% -$2.2M 0.31% 50
2025
Q3 		$3.99M Buy
24,091
+22,785
+1,745% +$3.33M 0.34% 50
2025
Q2 		$180K Buy
+1,306
New +$174K 0.26% 51
2025
Q1 		– Sell
-22,170
Closed -$2.43M – 76
2024
Q4 		$2.43M Sell
22,170
-850
-4% -$97K 0.27% 56
2024
Q3 		$2.63M Sell
23,020
-15,797
-41% -$1.69M 0.28% 57
2024
Q2 		$4M Buy
+38,817
New +$3.99M 0.51% 56
2023
Q4 		$3.31M Buy
36,346
+1,837
+5% +$161K 0.5% 48
2023
Q3 		$2.9M Buy
34,509
+739
+2% +$64.9K 0.53% 48
2023
Q2 		$2.93M Buy
+33,770
New +$3.09M 0.46% 52
2023
Q1 		– Sell
-27,045
Closed -$2.38M – 49
2022
Q4 		$2.44M Buy
27,045
+5,218
+24% +$441K 0.57% 49
2022
Q3 		$1.77M Buy
21,827
+1,205
+6% +$99.8K 0.51% 46
2022
Q2 		$1.76M Sell
20,622
-2,190
-10% -$199K 0.44% 58
2022
Q1 		$2.19M Buy
22,812
+3,066
+16% +$289K 0.52% 43
2021
Q4 		$1.77M Buy
19,746
+2,305
+13% +$205K 0.46% 44
2021
Q3 		$1.5M Buy
17,441
+2,900
+20% +$269K 0.45% 44
2021
Q2 		$1.4M Buy
14,541
+3,036
+26% +$300K 0.5% 42
2021
Q1 		$1.07M Buy
11,505
+2,167
+23% +$207K 0.51% 40
2020
Q4 		$924K Buy
9,338
+1,796
+24% +$171K 0.54% 43
2020
Q3 		$709K Buy
7,542
+1,792
+31% +$171K 0.53% 49
2020
Q2 		$480K Buy
+5,750
New +$459K 0.47% 52

Other funds holding GLTR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
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
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Strategic Wealth Investment Group's GLTR Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 31% in Q2 2026, buying an estimated $748K and bringing the position to 15,101 shares worth $2.74M. The position accounts for 0.33% of the portfolio, ranked #54.

Strategic Wealth Investment Group first reported a position in GLTR in Q2 2020 and has held it in 22 quarters since. The position peaked at $4M in Q2 2024. 253 funds tracked by Wall St. Rank hold GLTR as of Q2 2026.

  • Strategic Wealth Investment Group held 15,101 shares of abrdn Physical Precious Metals Basket Shares ETF worth $2.74M as of Q2 2026.
  • Strategic Wealth Investment Group bought 3,539 abrdn Physical Precious Metals Basket Shares ETF shares in Q2 2026, an estimated $748K.
  • abrdn Physical Precious Metals Basket Shares ETF made up 0.33% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #54 holding.
  • Strategic Wealth Investment Group first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2020 and has held it in 22 quarters since.
  • Strategic Wealth Investment Group's abrdn Physical Precious Metals Basket Shares ETF position peaked at $4M in Q2 2024.
  • 253 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.