BLVD Private Wealth, LLC GLTR — ABRDN PRECIOUS METALS BASKET

Ownership history in BLVD Private Wealth, LLC  ·  3 quarters on record

AI Ownership Summary

BLVD Private Wealth, LLC reported ABRDN PRECIOUS METALS BASKET (GLTR) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.22% in 2026 Q1. The latest visible filing shows GLTR at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLVD Private Wealth, LLC's position in ABRDN PRECIOUS METALS BASKET, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

GLTR was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLTR stock page BLVD Private Wealth, LLC fund profile BLVD Private Wealth, LLC full holdings
How BLVD Private Wealth, LLC held GLTR — position size vs. price
% of Fund (quarterly)    GLTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 1,146 — 0% 0.16% $214K 2026-10-14 $179.05
2026 Q2 UNCHANGED — — — 1,146 — 0% 0.15% $208K 2026-07-23 $180.82
2026 Q1 INITIATED — — — 1,146 — — 0.22% $251K 2026-04-24 $220.48

🏢 Other funds also holding GLTR

As of 2026 Q3 — sorted by position size

Sound Stewardship, LLC 3Y 3.23% Stegent Equity Advisors, Inc. 3Y 2.16% Towneley Capital Management, Inc / DE 1.8% Wisconsin Wealth Advisors, LLC 0.59% Discipline Wealth Solutions, LLC 0.33% Antonelli Financial Advisors, LLC 0.31% Wealth Enhancement Trust Services, Inc. 0.26% Tactive Advisors, LLC 0.25% Centurion Wealth Management LLC 3Y 0.17% Insight Wealth Strategies, LLC 3Y 7Y 0.07%

FAQ About BLVD Private Wealth, LLC and GLTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLVD Private Wealth, LLC reported owning GLTR?

BLVD Private Wealth, LLC reported GLTR across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported GLTR position in BLVD Private Wealth, LLC's portfolio?

The largest reported portfolio weight for GLTR was 0.22% in 2026 Q1.

What is the latest reported GLTR position on this page?

The most recent filing on this page is 2026 Q3, when BLVD Private Wealth, LLC reported 1,146 shares, equal to 0.16% of portfolio, with an estimated market value of $214K.

What does the chart on this GLTR ownership page compare?

The chart compares BLVD Private Wealth, LLC's quarterly GLTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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