Whittier Trust
GLTR icon

Whittier Trust’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Whittier Trust’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
2021
Q4 		– Sell
-153
Closed -$13K – 1584
2021
Q3 		$13K Hold
153
– – ﹤0.01% 1211
2021
Q2 		$15K Hold
153
– – ﹤0.01% 1202
2021
Q1 		$14K Buy
+153
New +$14.6K ﹤0.01% 1190

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

Whittier Trust's GLTR Position: Q4 2021 in Review

Whittier Trust sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2021, closing a stake of 153 shares — an estimated $13K sold.

Whittier Trust first reported a position in GLTR in Q1 2021 and held it in 3 quarters. The position peaked at $15K in Q2 2021. 114 funds tracked by Wall St. Rank hold GLTR as of Q4 2021.

  • Whittier Trust reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q4 2021 after selling out during the quarter.
  • Whittier Trust sold 153 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2021, an estimated $13K.
  • Whittier Trust first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q1 2021 and held it in 3 quarters.
  • Whittier Trust's abrdn Physical Precious Metals Basket Shares ETF position peaked at $15K in Q2 2021.
  • 114 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2021.

Based on Whittier Trust's 13F filing for Q4 2021, filed 19 Jan 2022.