GLTR — ABRDN PRECIOUS METALS BASKET

Ownership history in Summit Wealth Partners, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in ABRDN PRECIOUS METALS BASKET (GLTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.29% (2025 Q3)
Avg. % of fund
0.17%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 9,667 +2,930 +43.5% 0.29% $1.6M $165.45
2025 Q2 ADDED 6,737 +5,089 +308.8% 0.18% $931K $138.15
2025 Q1 INITIATED 1,648 — — 0.04% $213K $129.47
% of Fund (quarterly)    GLTR price (monthly, adj. close)

Other funds also holding GLTR

As of 2025 Q4 — sorted by position size

Sound Stewardship, LLC 5.76% Stegent Equity Advisors, Inc. 3Y 4.3% WJ Wealth Management, LLC 3Y 4.27% Peak Financial Management, Inc. 3Y 7Y 3.84% Solitude Financial Services 3Y 2.93% Genesis Financial Group, LLC 2.56% Towneley Capital Management, Inc / DE 2.05% BROWN WEALTH MANAGEMENT, LLC 1.5% Centurion Wealth Management LLC 3Y 1.49% SFG Wealth Management, LLC. 3Y 1.15%
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