Burt Wealth Advisors GLTR ABERDEEN STD PRECIOUS METALS

Ownership history in Burt Wealth Advisors  ·  13 quarters on record

AI Ownership Summary

Burt Wealth Advisors reported ABERDEEN STD PRECIOUS METALS (GLTR) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.2% in 2025 Q3. The latest visible filing shows GLTR at 0.20% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Burt Wealth Advisors's position in ABERDEEN STD PRECIOUS METALS, 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
2025 Q3

GLTR was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 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.

How Burt Wealth Advisors 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 5,009 0% 0.20% $829K 2025-11-14 (Est.) $176.46
2025 Q2 UNCHANGED 5,009 0% 0.16% $692K 2025-07-09 $138.64
2025 Q1 UNCHANGED 5,009 0% 0.16% $649K 2025-04-22 $134.16
2024 Q4 UNCHANGED 5,009 0% 0.14% $550K 2025-02-06 $120.29
2024 Q3 UNCHANGED 5,009 0% 0.14% $567K 2024-11-01 $117.88
2024 Q2 UNCHANGED 5,009 0% 0.14% $516K 2024-07-16 $108.98
2024 Q1 UNCHANGED 5,009 0% 0.12% $478K 2024-04-18 $103.63
2023 Q4 UNCHANGED 5,009 0% 0.13% $456K 2024-02-01 $89.13
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Burt Wealth Advisors and GLTR

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

How long has Burt Wealth Advisors reported owning GLTR?

Burt Wealth Advisors reported GLTR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported GLTR position in Burt Wealth Advisors's portfolio?

The largest reported portfolio weight for GLTR was 0.20% in 2025 Q3.

What is the latest reported GLTR position on this page?

The most recent filing on this page is 2025 Q3, when Burt Wealth Advisors reported 5,009 shares, equal to 0.20% of portfolio, with an estimated market value of $829K.

What does the chart on this GLTR ownership page compare?

The chart compares Burt Wealth Advisors'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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