Wealthspire Advisors (New York)’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Wealthspire Advisors (New York)’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	$291K	Buy	1,332 +43	+3%	+$10.1K	﹤0.01%	739
2025 Q4	$265K	Sell	1,289 -336	-21%	-$61.7K	﹤0.01%	859
2025 Q3	$269K	Sell	1,625 -927	-36%	-$136K	﹤0.01%	703
2025 Q2	$353K	Hold	2,552	–	–	﹤0.01%	621
2025 Q1	$330K	Hold	2,552	–	–	﹤0.01%	619
2024 Q4	$280K	Hold	2,552	–	–	﹤0.01%	660
2024 Q3	$289K	Buy	+2,552	New	+$273K	﹤0.01%	629

Other funds holding GLTR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $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

Wealthspire Advisors (New York)'s GLTR Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 3.3% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,332 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Wealthspire Advisors (New York) first reported a position in GLTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $353K in Q2 2025. 273 funds tracked by Wall St. Rank hold GLTR as of Q1 2026.

Wealthspire Advisors (New York) held 1,332 shares of abrdn Physical Precious Metals Basket Shares ETF worth $291K as of Q1 2026.
Wealthspire Advisors (New York) bought 43 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2026, an estimated $10.1K.
abrdn Physical Precious Metals Basket Shares ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #739 holding.
Wealthspire Advisors (New York) first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s abrdn Physical Precious Metals Basket Shares ETF position peaked at $353K in Q2 2025.
273 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.