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Wisconsin Wealth Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Wisconsin Wealth Advisors’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 		$685K Sell
3,780
-95
-2% -$20.1K 0.59% 54
2026
Q1 		$847K Buy
3,875
+130
+3% +$30.5K 0.83% 40
2025
Q4 		$770K Buy
+3,745
New +$688K 0.75% 45

Other funds holding GLTR

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SS
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
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CG
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

Wisconsin Wealth Advisors's GLTR Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its abrdn Physical Precious Metals Basket Shares ETF (GLTR) stake by 2.5% in Q2 2026, selling an estimated $20.1K and leaving 3,780 shares worth $685K. The position accounts for 0.59% of the portfolio, ranked #54.

Wisconsin Wealth Advisors first reported a position in GLTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $847K in Q1 2026. 73 funds tracked by Wall St. Rank hold GLTR as of Q2 2026.

  • Wisconsin Wealth Advisors held 3,780 shares of abrdn Physical Precious Metals Basket Shares ETF worth $685K as of Q2 2026.
  • Wisconsin Wealth Advisors sold 95 abrdn Physical Precious Metals Basket Shares ETF shares in Q2 2026, an estimated $20.1K.
  • abrdn Physical Precious Metals Basket Shares ETF made up 0.59% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Wisconsin Wealth Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2025 and has held it in 3 quarters since.
  • Wisconsin Wealth Advisors's abrdn Physical Precious Metals Basket Shares ETF position peaked at $847K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.