Wealth Enhancement Advisory Services
GLTR icon

Wealth Enhancement Advisory Services’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$20.2M Buy
109,537
+11,869
+12% +$2.51M 0.03% 442
2026
Q1 		$21.1M Sell
97,668
-104,772
-52% -$24.6M 0.05% 376
2025
Q4 		$45.3M Buy
202,440
+3,465
+2% +$636K 0.06% 278
2025
Q3 		$33.9M Buy
198,975
+5,731
+3% +$839K 0.05% 313
2025
Q2 		$27M Buy
193,244
+1,733
+0.9% +$232K 0.04% 343
2025
Q1 		$24.8M Buy
191,511
+54,353
+40% +$6.52M 0.05% 341
2024
Q4 		$15.1M Sell
137,158
-47,933
-26% -$5.47M 0.03% 447
2024
Q3 		$21M Sell
185,091
-9,098
-5% -$974K 0.05% 342
2024
Q2 		$20M Sell
194,189
-63,104
-25% -$6.49M 0.05% 331
2024
Q1 		$24.6M Sell
257,293
-9,113
-3% -$818K 0.06% 279
2023
Q4 		$24.2M Sell
266,406
-31,815
-11% -$2.8M 0.07% 264
2023
Q3 		$25.1M Buy
298,221
+17,747
+6% +$1.56M 0.08% 236
2023
Q2 		$24.3M Sell
280,474
-58,674
-17% -$5.37M 0.26% 46
2023
Q1 		$30.9M Buy
339,148
+21,095
+7% +$1.86M 0.36% 41
2022
Q4 		$28.8M Sell
318,053
-10,325
-3% -$872K 0.37% 46
2022
Q3 		$27.4M Buy
328,378
+30,343
+10% +$2.51M 0.39% 44
2022
Q2 		$25M Buy
298,035
+35,104
+13% +$3.19M 0.35% 50
2022
Q1 		$25.2M Buy
262,931
+16,627
+7% +$1.57M 0.34% 49
2021
Q4 		$22.3M Buy
246,304
+25,733
+12% +$2.29M 0.32% 48
2021
Q3 		$19.9M Buy
220,571
+32,824
+17% +$3.05M 0.29% 48
2021
Q2 		$18.4M Buy
187,747
+17,968
+11% +$1.78M 0.3% 50
2021
Q1 		$16.1M Buy
169,779
+21,296
+14% +$2.04M 0.29% 50
2020
Q4 		$14.1M Buy
148,483
+6,985
+5% +$665K 0.32% 38
2020
Q3 		$13.8M Buy
141,498
+2,160
+2% +$206K 0.36% 38
2020
Q2 		$12.9M Buy
139,338
+8,011
+6% +$640K 0.37% 39
2020
Q1 		$10.3M Sell
131,327
-16,789
-11% -$1.32M 0.37% 42
2019
Q4 		$11.3M Buy
148,116
+7,015
+5% +$519K 0.4% 40
2019
Q3 		$10.4M Buy
141,101
+5,033
+4% +$361K 0.42% 38
2019
Q2 		$9.53M Sell
136,068
-469
-0.3% -$30K 0.42% 36
2019
Q1 		$8.62M Sell
136,537
-33,385
-20% -$2.16M 0.49% 30
2018
Q4 		$10.8M Sell
169,922
-4,569
-3% -$275K 0.68% 28
2018
Q3 		$10.5M Buy
174,491
+31,575
+22% +$1.86M 0.63% 29
2018
Q2 		$8.82M Buy
142,916
+12,873
+10% +$823K 0.54% 28
2018
Q1 		$8.42M Buy
130,043
+12,626
+11% +$827K 0.57% 30
2017
Q4 		$7.85M Buy
117,417
+10,923
+10% +$695K 0.56% 30
2017
Q3 		$6.73M Buy
106,494
+6,271
+6% +$398K 0.56% 29
2017
Q2 		$6M Buy
100,223
+14,157
+16% +$890K 0.56% 31
2017
Q1 		$5.49M Buy
86,066
+14,133
+20% +$876K 0.58% 31
2016
Q4 		$4.14M Buy
71,933
+24,488
+52% +$1.49M 0.5% 37
2016
Q3 		$3M Buy
47,445
+12,016
+34% +$813K 0.45% 33
2016
Q2 		$2.33M Buy
35,429
+3,866
+12% +$238K 0.42% 32
2016
Q1 		$1.87M Buy
31,563
+7,758
+33% +$442K 0.38% 31
2015
Q4 		$1.25M Buy
23,805
+6,110
+35% +$336K 0.32% 54
2015
Q3 		$1.02M Buy
17,695
+3,418
+24% +$192K 0.31% 53
2015
Q2 		$844K Buy
14,277
+2,058
+17% +$126K 0.26% 63
2015
Q1 		$747K Buy
12,219
+2,652
+28% +$166K 0.29% 73
2014
Q4 		$582K Buy
+9,567
New +$596K 0.23% 82

Other funds holding GLTR

PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return