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WCFA
Walkner Condon Financial Advisors’s
abrdn Physical Precious Metals Basket Shares ETF
GLTR
Stock Holding History
Walkner Condon Financial Advisors’s Portfolio
GLTR Stock Details
GLTR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$3.76M
Sell
17,221
-1,290
-7%
-$303K
0.5%
47
2025
Q4
$3.8M
Sell
18,511
-69
-0.4%
-$12.7K
0.53%
40
2025
Q3
$3.07M
Buy
18,580
+351
+2%
+$51.4K
0.49%
47
2025
Q2
$2.52M
Buy
18,229
+273
+2%
+$36.5K
0.46%
53
2025
Q1
$2.32M
Buy
17,956
+574
+3%
+$68.9K
0.47%
54
2024
Q4
$1.91M
Buy
17,382
+1,392
+9%
+$159K
0.39%
62
2024
Q3
$1.81M
Buy
15,990
+269
+2%
+$28.8K
0.37%
61
2024
Q2
$1.62M
Buy
15,721
+1,660
+12%
+$171K
0.35%
67
2024
Q1
$1.34M
Buy
14,061
+395
+3%
+$35.5K
0.28%
80
2023
Q4
$1.24M
Buy
13,666
+112
+0.8%
+$9.84K
0.28%
82
2023
Q3
$1.14M
Buy
13,554
+2,115
+18%
+$186K
0.3%
74
2023
Q2
$992K
Sell
11,439
-1,620
-12%
-$148K
0.26%
85
2023
Q1
$1.19M
Buy
13,059
+140
+1%
+$12.3K
0.33%
67
2022
Q4
$1.15M
Buy
12,919
+180
+1%
+$15.2K
0.34%
65
2022
Q3
$1.03M
Buy
12,739
+1,614
+15%
+$134K
0.33%
70
2022
Q2
$949K
Buy
11,125
+970
+10%
+$88.2K
0.3%
74
2022
Q1
$976K
Buy
10,155
+1,710
+20%
+$161K
0.28%
78
2021
Q4
$755K
Buy
+8,445
New
+$753K
0.49%
54
2021
Q2
–
Sell
-6,000
Closed
-$556K
–
171
2021
Q1
$556K
Hold
6,000
–
–
0.22%
90
2020
Q4
$594K
Sell
6,000
-430
-7%
-$40.9K
0.26%
72
2020
Q3
$604K
Buy
+6,430
New
+$613K
0.32%
59
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
Focus Partners Wealth
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$89.9B AUM
20.5%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
CFB
Cullen/Frost Bankers
San Antonio, Texas
$8.81B AUM
22.47%
1-Year Est. Return
Rockefeller Capital Management
New York
$56.4B AUM
24.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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