Summit Wealth Partners’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Summit Wealth Partners’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	-9,667	Closed	-$1.6M	–	207
2025 Q3	$1.6M	Buy	9,667 +2,930	+43%	+$429K	0.29%	63
2025 Q2	$931K	Buy	6,737 +5,089	+309%	+$680K	0.18%	85
2025 Q1	$213K	Buy	+1,648	New	+$198K	0.04%	200

Other funds holding GLTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

Summit Wealth Partners's GLTR Position: Q4 2025 in Review

Summit Wealth Partners sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2025, closing a stake of 9,667 shares — an estimated $1.6M sold.

Summit Wealth Partners first reported a position in GLTR in Q1 2025 and held it in 3 quarters. The position peaked at $1.6M in Q3 2025. 230 funds tracked by Wall St. Rank hold GLTR as of Q4 2025.

Summit Wealth Partners reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q4 2025 after selling out during the quarter.
Summit Wealth Partners sold 9,667 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2025, an estimated $1.6M.
Summit Wealth Partners first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q1 2025 and held it in 3 quarters.
Summit Wealth Partners's abrdn Physical Precious Metals Basket Shares ETF position peaked at $1.6M in Q3 2025.
230 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.