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

Winch 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	$145K	Hold	802	–	–	0.03%	124
2026 Q1	$175K	Hold	802	–	–	0.04%	106
2025 Q4	$165K	Hold	802	–	–	0.04%	106
2025 Q3	$133K	Hold	802	–	–	0.03%	115
2025 Q2	$111K	Hold	802	–	–	0.03%	119
2025 Q1	$104K	Hold	802	–	–	0.03%	117
2024 Q4	$88.1K	Hold	802	–	–	0.02%	125
2024 Q3	$90.9K	Hold	802	–	–	0.03%	122
2024 Q2	$82.6K	Hold	802	–	–	0.02%	120
2024 Q1	$76.6K	Hold	802	–	–	0.02%	120
2023 Q4	$73K	Hold	802	–	–	0.02%	118
2023 Q3	$67K	Hold	802	–	–	0.02%	117
2023 Q2	$70K	Hold	802	–	–	0.03%	113
2023 Q1	$73K	Hold	802	–	–	0.03%	112
2022 Q4	$72K	Hold	802	–	–	0.03%	111
2022 Q3	$65K	Hold	802	–	–	0.03%	103
2022 Q2	$68K	Hold	802	–	–	0.03%	107
2022 Q1	$77K	Buy	802 +598	+293%	+$56.4K	0.03%	109
2021 Q4	$18K	Hold	204	–	–	0.01%	216
2021 Q3	$18K	Hold	204	–	–	0.01%	218
2021 Q2	$20K	Buy	+204	New	+$20.2K	0.01%	196

Other funds holding GLTR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Winch Advisory Services's GLTR Position: Q2 2026 in Review

Winch Advisory Services held its abrdn Physical Precious Metals Basket Shares ETF (GLTR) position steady in Q2 2026 at 802 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #124.

Winch Advisory Services first reported a position in GLTR in Q2 2021 and has held it in 21 quarters since. The position peaked at $175K in Q1 2026. 253 funds tracked by Wall St. Rank hold GLTR as of Q2 2026.

Winch Advisory Services held 802 shares of abrdn Physical Precious Metals Basket Shares ETF worth $145K as of Q2 2026.
Winch Advisory Services left its abrdn Physical Precious Metals Basket Shares ETF share count unchanged in Q2 2026.
abrdn Physical Precious Metals Basket Shares ETF made up 0.03% of Winch Advisory Services's portfolio in Q2 2026, its #124 holding.
Winch Advisory Services first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2021 and has held it in 21 quarters since.
Winch Advisory Services's abrdn Physical Precious Metals Basket Shares ETF position peaked at $175K in Q1 2026.
253 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.