VWWMG
GLTR icon

Vermillion & White Wealth Management Group’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Vermillion & White Wealth Management 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
2025
Q4 		– Sell
-3
Closed -$430 – 598
2025
Q3 		$430 Hold
3
– – ﹤0.01% 549
2025
Q2 		$359 Hold
3
– – ﹤0.01% 516
2025
Q1 		$337 Hold
3
– – ﹤0.01% 501
2024
Q4 		$285 Hold
3
– – ﹤0.01% 365
2024
Q3 		$295 Hold
3
– – ﹤0.01% 336
2024
Q2 		$268 Hold
3
– – ﹤0.01% 361
2024
Q1 		$248 Sell
3
-29
-91% -$2.6K ﹤0.01% 335
2023
Q4 		$2.88K Buy
+32
New +$2.81K ﹤0.01% 237

Other funds holding GLTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return