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Valeo Financial Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Valeo Financial Advisors’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
Q3 		$1.94M Buy
+10,397
New +$2M 0.04% 191

Other funds holding GLTR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Valeo Financial Advisors's GLTR Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q3 2026: 10,397 shares worth $1.94M. The stake represents 0.04% of the portfolio and ranks #191 among its holdings.

26 funds tracked by Wall St. Rank hold GLTR as of Q3 2026.

  • Valeo Financial Advisors held 10,397 shares of abrdn Physical Precious Metals Basket Shares ETF worth $1.94M as of Q3 2026.
  • abrdn Physical Precious Metals Basket Shares ETF was a new Valeo Financial Advisors position in Q3 2026.
  • abrdn Physical Precious Metals Basket Shares ETF made up 0.04% of Valeo Financial Advisors's portfolio in Q3 2026, its #191 holding.
  • 26 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.