West Branch Capital’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

West Branch Capital’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	$501K	Sell	2,768 -197	-7%	-$41.6K	0.12%	54
2026 Q1	$649K	Hold	2,965	–	–	0.17%	52
2025 Q4	$610K	Hold	2,965	–	–	0.16%	52
2025 Q3	$491K	Hold	2,965	–	–	0.13%	57
2025 Q2	$410K	Hold	2,965	–	–	0.12%	58
2025 Q1	$384K	Sell	2,965 -30	-1%	-$3.6K	0.13%	61
2024 Q4	$329K	Hold	2,995	–	–	0.1%	69
2024 Q3	$339K	Sell	2,995 -193	-6%	-$20.7K	0.12%	63
2024 Q2	$328K	Hold	3,188	–	–	0.12%	68
2024 Q1	$304K	Hold	3,188	–	–	0.12%	67
2023 Q4	$290K	Sell	3,188 -250	-7%	-$22K	0.14%	59
2023 Q3	$289K	Hold	3,438	–	–	0.15%	61
2023 Q2	$298K	Hold	3,438	–	–	0.15%	61
2023 Q1	$314K	Sell	3,438 -219	-6%	-$19.3K	0.17%	60
2022 Q4	$326K	Hold	3,657	–	–	0.2%	59
2022 Q3	$297K	Sell	3,657 -158	-4%	-$13.1K	0.18%	62
2022 Q2	$326K	Hold	3,815	–	–	0.19%	61
2022 Q1	$367K	Sell	3,815 -380	-9%	-$35.8K	0.18%	61
2021 Q4	$375K	Sell	4,195 -29	-0.7%	-$2.58K	0.16%	65
2021 Q3	$365K	Sell	4,224 -35	-0.8%	-$3.25K	0.18%	62
2021 Q2	$411K	Sell	4,259 -10	-0.2%	-$988	0.2%	62
2021 Q1	$396K	Hold	4,269	–	–	0.23%	59
2020 Q4	$422K	Sell	4,269 -273	-6%	-$26K	0.25%	59
2020 Q3	$427K	Sell	4,542 -1,844	-29%	-$176K	0.27%	55
2020 Q2	$533K	Buy	+6,386	New	+$510K	0.38%	55

Other funds holding GLTR

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

West Branch Capital's GLTR Position: Q2 2026 in Review

West Branch Capital reduced its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 6.6% in Q2 2026, selling an estimated $41.6K and leaving 2,768 shares worth $501K. The position accounts for 0.12% of the portfolio, ranked #54.

West Branch Capital first reported a position in GLTR in Q2 2020 and has held it in 25 quarters since. The position peaked at $649K in Q1 2026. 68 funds tracked by Wall St. Rank hold GLTR as of Q2 2026.

West Branch Capital held 2,768 shares of abrdn Physical Precious Metals Basket Shares ETF worth $501K as of Q2 2026.
West Branch Capital sold 197 abrdn Physical Precious Metals Basket Shares ETF shares in Q2 2026, an estimated $41.6K.
abrdn Physical Precious Metals Basket Shares ETF made up 0.12% of West Branch Capital's portfolio in Q2 2026, its #54 holding.
West Branch Capital first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2020 and has held it in 25 quarters since.
West Branch Capital's abrdn Physical Precious Metals Basket Shares ETF position peaked at $649K in Q1 2026.
68 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.