TCFG Wealth Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

TCFG Wealth Management’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 Q1	$292K	Buy	+1,337	New	+$314K	0.11%	197

Other funds holding GLTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $65.2B AUM 31.44% 1-Year Est. Return

TCFG Wealth Management's GLTR Position: Q1 2026 in Review

TCFG Wealth Management opened a new position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2026: 1,337 shares worth $292K. The stake represents 0.11% of the portfolio and ranks #197 among its holdings.

275 funds tracked by Wall St. Rank hold GLTR as of Q1 2026.

TCFG Wealth Management held 1,337 shares of abrdn Physical Precious Metals Basket Shares ETF worth $292K as of Q1 2026.
abrdn Physical Precious Metals Basket Shares ETF was a new TCFG Wealth Management position in Q1 2026.
abrdn Physical Precious Metals Basket Shares ETF made up 0.11% of TCFG Wealth Management's portfolio in Q1 2026, its #197 holding.
275 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.