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Disclosery

GLTR ABRDN PRECIOUS METALS BASKET

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PHYSCL PRECS MET (fund), issuer CIK 1483386

158 managers (161 13F filers) reported a position in GLTR shares at 2025-03-31, 4,942,135 shares in all. 25 filers opened a position and 14 filers sold out during the quarter.

Managers
158
13F filers
161
New
25
Added
55
Reduced
43
Sold out
14
Shares held by filers
4,942,135

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/368,537$47.7M<0.01%+4,96213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN326,188$42.2M0.01%+18,55513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…316,502$41M0.03%+79,87113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY302,038$39.1M<0.01%+57,44913F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK275,242$31.2M2.86%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.230,342$29.8M0.42%-49,78613F-HRTimelineGroup
LPL Financial LLC226,160$29.3M0.01%+28,04713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…191,511$24.8M0.05%+54,35313F-HRTimeline
Sequoia Financial Advisors, LLC190,178$24.6M0.19%-16,38913F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…148,754$19.3M5.9%+2,46113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding148,381$19.2M+46,358Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…132,198$17.1M0.04%+3,90913F-HRTimelineGroup
Larson Financial Group LLC116,519$15.1M0.72%+99413F-HRTimeline
Paul R. Ried Financial Group, LLC110,717$14.3M9.98%-4,73713F-HRTimeline
IFG Advisory, LLC86,552$11.2M0.62%+1,72913F-HRTimeline
Advance Capital Management, Inc.85,575$11.1M0.53%+82,26613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC78,320$10.1M0.01%+39,94213F-HRTimeline
Wealthfront Advisers LLC77,823$10.1M0.03%+7,11913F-HRTimeline
Peak Financial Management, Inc.77,617$10M3.01%+5213F-HRTimeline
HighTower Advisors, LLC76,478$9.9M0.01%+56,01413F-HRTimeline
Sound Stewardship, LLC76,326$9.88M5.63%-4,26113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding71,852$9.3M-1,735Timeline
Solitude Financial Services67,897$8.79M3.41%+95213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP65,458$8.47M0.01%+26,91613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/62,004$8.03M<0.01%new13F-HRTimelineGroup
Towneley Capital Management, Inc / DE59,457$7.7M1.8%+2,28613F-HRTimeline
Insight Wealth Strategies, LLC56,955$7.37M0.99%-72313F-HRTimeline
Pines Wealth Management, LLC58,648$7.08M3.27%-1,89013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,568$6.29M0.02%-2,99313F-HRTimeline
Castellan Group47,737$6.18M1.73%-1,46013F-HRTimeline
Gladstone Institutional Advisory LLC46,204$5.98M0.28%-36013F-HRTimeline
UBS Group AGin group UBS Group AG42,237$5.47M<0.01%-1,68213F-HRTimelineGroup
Stegent Equity Advisors, Inc.34,182$4.43M4.49%+3,29213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,385$4.32M<0.01%-78213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding29,636$3.84M-1,278Timeline
AXXCESS WEALTH MANAGEMENT, LLC28,992$3.75M0.1%+57213F-HRTimeline
Cetera Investment Advisers27,846$3.61M0.01%+14,20713F-HRTimeline
Belpointe Asset Management LLC27,285$3.53M0.18%+4,36113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,723$3.2M<0.01%+76313F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…22,483$2.91M0.01%+13,51913F-HRTimeline
TOWNSQUARE CAPITAL LLC22,402$2.9M0.03%new13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC22,009$2.85M0.98%new13F-HRTimeline
Walkner Condon Financial Advisors LLC17,956$2.32M0.47%+57413F-HRTimeline
Mariner, LLCin group Mariner, LLC17,555$2.27M<0.01%+1,74313F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV17,348$2.25M1.58%-1,68213F-HRTimeline
Focus Financial Network, Inc.16,679$2.16M0.09%+6,08713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,734$2.04M<0.01%-11,67213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV14,714$1.91M<0.01%+6,55813F-HRTimeline
FLC Capital Advisors13,169$1.7M0.38%-1,90613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,435$1.61M<0.01%-2,33513F-HR/ATimelineGroup
Merit Financial Group, LLC9,422$1.22M0.02%+37513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,068$1.17M<0.01%-21613F-HRTimelineGroup
IHT Wealth Management, LLC8,683$1.12M0.04%-3,08413F-HRTimeline
Creative Planningin group Creative Planning8,675$1.12M<0.01%-3613F-HRTimelineGroup
Valmark Advisers, Inc.8,565$1.11M0.02%+1,59913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,374$1.07M<0.01%+4,93713F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC8,226$1.06M<0.01%+26013F-HRTimeline
Global View Capital Management LLC8,215$1.06M0.39%new13F-HRTimeline
Blue Trust, Inc.8,137$1.05M0.01%+3,61213F-HRTimeline
RWA WEALTH PARTNERS, LLC7,413$960K0.01%013F-HRTimeline
NewEdge Advisors, LLC6,911$895K0.01%+1,04213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,516$844K0.01%+2,91613F-HRTimeline
Carolina Wealth Advisors, LLC6,340$821K0.44%-15813F-HRTimeline
Laurel Wealth Planning LLC5,861$759K0.5%013F-HRTimeline
Global Assets Advisory, LLC6,081$759K0.14%+3,95413F-HRTimeline
AdvisorNet Financial, Inc5,729$742K0.06%-4,42613F-HRTimeline
Powell Investment Advisors, LLC5,639$730K0.36%+81113F-HRTimeline
Zhang Financial LLC5,145$666K0.04%new13F-HRTimeline
Burt Wealth Advisors5,009$649K0.16%013F-HRTimeline
Hobbs Group Advisors, LLC4,896$634K0.24%+13013F-HRTimeline
NWAM LLC4,777$618K0.05%-24913F-HRTimeline
AMARA FINANCIAL, LLC.4,767$617K0.57%013F-HRTimeline
ALTFEST L J & CO INC4,640$601K0.08%-30113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,413$571K0.05%013F-HRTimeline
Integrated Wealth Concepts LLC3,795$491K0.01%+4713F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,713$481K0.02%+81413F-HRTimeline
Jackson Creek Investment Advisors LLC3,703$479K0.15%-71213F-HRTimeline
Private Advisor Group, LLC3,689$478K<0.01%-27513F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,600$466K0.03%new13F-HRTimelineGroup
Farther Finance Advisors, LLC3,371$434K0.01%+22513F-HRTimeline
SEVEN MILE ADVISORY3,300$427K0.29%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,062$396K0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,000$388K0.01%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,990$387K<0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management2,980$386K0.01%+41413F-HRTimelineGroup
West Branch Capital LLC2,965$384K0.13%-3013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,941$381K<0.01%+20313F-HRTimelineGroup
CW Advisors, LLC2,922$379K<0.01%-53113F-HRTimeline
MATAURO, LLC2,769$359K0.07%+13013F-HRTimeline
Cutter & CO Brokerage, Inc.2,765$358K0.08%-60013F-HRTimeline
Mutual Advisors, LLC2,681$356K0.01%-48513F-HRTimeline
First Affirmative Financial Network2,720$352K0.22%-3613F-HRTimeline
Davis Investment Partners, LLC2,600$337K0.15%013F-HRTimeline
Wealthspire Advisors, LLC2,552$330K<0.01%013F-HRTimeline
Endowment Wealth Management, Inc.2,498$323K0.21%-18813F-HRTimeline
PFG Advisors2,405$311K0.02%+813F-HRTimeline
Saxony Capital Management, LLC2,390$309K0.27%-29113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,381$308K<0.01%+1113F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…2,270$294K0.1%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,129$276K<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,093$271K0.01%+15413F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT2,001$259K0.03%new13F-HRTimeline
XML Financial, LLC2,000$259K0.02%new13F-HRTimeline
Vertex Planning Partners, LLC1,931$250K0.05%+3513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,906$247K<0.01%-1,08913F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,845$239K<0.01%-2513F-HRTimeline
Perennial Investment Advisors, LLC1,822$236K0.03%013F-HRTimeline
Perigon Wealth Management, LLC1,797$233K0.01%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC1,720$223K0.11%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,690$219K<0.01%new13F-HRTimeline
Summit Wealth Partners, LLC1,648$213K0.04%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,635$212K0.04%new13F-HRTimeline
BRIGHTON JONES LLC1,633$211K0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,631$211K0.21%new13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV1,608$208K0.19%013F-HRTimeline
Argent Trust Co1,558$202K0.01%new13F-HRTimeline
Winch Advisory Services, LLC802$104K0.03%013F-HRTimeline
Parallel Advisors, LLC740$95.8K<0.01%-12013F-HRTimeline
Geneos Wealth Management Inc.695$90K<0.01%-72013F-HRTimeline
Friedenthal Financial687$88.9K0.05%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors394$51K0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC391$50.6K<0.01%-10013F-HRTimeline
CWM, LLCin group CWM, LLC380$49K<0.01%013F-HRTimelineGroup
MAI Capital Management374$48.4K<0.01%-1613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.302$36.4K<0.01%+2613F-HRTimelineGroup
Northwest Capital Management Inc267$34.6K0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC253$32.8K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\200$25.9K<0.01%new13F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA200$25.9K0.01%013F-HRTimeline
Costello Asset Management, INC200$25.9K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC200$25.8K0.01%013F-HRTimeline
Transce3nd, LLC189$24.5K0.01%-713F-HRTimeline
Arax Advisory Partners174$22.5K<0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.165$21.4K0.01%013F-HRTimeline
Allworth Financial LP148$19.9K<0.01%+2313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC148$19.2K<0.01%+613F-HRTimeline
VALLEY NATIONAL ADVISERS INC148$19K<0.01%new13F-HRTimeline
Columbia River Financial Group, LLC134$17K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management128$16.6K<0.01%-1013F-HRTimelineGroup
IFP Advisors, Inc123$15.9K<0.01%-4013F-HRTimeline
Parvin Asset Management, LLC113$14.6K0.02%013F-HRTimeline
McIlrath & Eck, LLC102$13.2K<0.01%+3913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…100$12.9K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.100$12.9K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC100$12.9K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC81$10.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC65$8.42K<0.01%013F-HRTimeline
New England Capital Financial Advisors …58$7.51K<0.01%013F-HRTimeline
EASTERN BANK55$7.12K<0.01%new13F-HRTimeline
Tidemark, LLC54$6.99K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…51$6.6K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC45$5.83K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC33$3.62K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC10$1.36K<0.01%+113F-HRTimelineGroup
Vermillion & White Wealth Management Gr…3$337<0.01%013F-HRTimeline
Main Street Group, LTD2$259<0.01%013F-HRTimeline
Painted Porch Advisors LLC2$259<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.