abrdn Physical Precious Metals Basket Shares ETF $GLTR is Summit Wealth & Retirement Planning Inc.’s 5th Largest Position

Summit Wealth & Retirement Planning Inc. lessened its holdings in shares of abrdn Physical Precious Metals Basket Shares ETF (NYSEARCA:GLTR) by 7.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 140,485 shares of the company’s stock after selling 10,775 shares during the period. abrdn Physical Precious Metals Basket Shares ETF accounts for approximately 6.8% of Summit Wealth & Retirement Planning Inc.’s investment portfolio, making the stock its 5th biggest position. Summit Wealth & Retirement Planning Inc. owned about 1.08% of abrdn Physical Precious Metals Basket Shares ETF worth $28,884,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of GLTR. Ameriprise Financial Inc. grew its stake in abrdn Physical Precious Metals Basket Shares ETF by 953.1% during the 3rd quarter. Ameriprise Financial Inc. now owns 128,338 shares of the company’s stock valued at $21,227,000 after acquiring an additional 116,151 shares in the last quarter. Focus Partners Wealth grew its stake in abrdn Physical Precious Metals Basket Shares ETF by 19.4% during the 3rd quarter. Focus Partners Wealth now owns 206,430 shares of the company’s stock valued at $34,154,000 after acquiring an additional 33,587 shares in the last quarter. Bank of America Corp DE grew its stake in abrdn Physical Precious Metals Basket Shares ETF by 8.2% during the 3rd quarter. Bank of America Corp DE now owns 379,067 shares of the company’s stock valued at $62,717,000 after acquiring an additional 28,819 shares in the last quarter. Belpointe Asset Management LLC grew its stake in abrdn Physical Precious Metals Basket Shares ETF by 683.6% during the 3rd quarter. Belpointe Asset Management LLC now owns 31,602 shares of the company’s stock valued at $5,229,000 after acquiring an additional 27,569 shares in the last quarter. Finally, Foundations Investment Advisors LLC purchased a new stake in abrdn Physical Precious Metals Basket Shares ETF during the 3rd quarter valued at about $4,339,000.

abrdn Physical Precious Metals Basket Shares ETF Stock Up 0.7%

Shares of NYSEARCA GLTR opened at $217.05 on Friday. abrdn Physical Precious Metals Basket Shares ETF has a 12-month low of $128.14 and a 12-month high of $295.44. The company has a 50-day moving average of $226.74 and a 200 day moving average of $212.99.

abrdn Physical Precious Metals Basket Shares ETF Company Profile

The abrdn Physical Precious Metals Basket Shares ETF (GLTR) is an exchange-traded fund that mostly invests in broad market commodities. The fund tracks the spot prices of a basket of gold, silver, platinum and palladium, less trust expenses. GLTR was launched on Oct 22, 2010 and is managed by Abrdn.