Stock Analysis
Data Source: SEC EDGAR 13F
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Abrdn Precious Metals Basket (GLTR)

270 + Investors. Track Smart Money conviction in GLTR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
8Q ▲
Buyers last Q
60%

Smart Money Signals — GLTR

Based on 272 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added GLTR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
272 hedge funds hold GLTR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +74% more funds vs a year ago

fund count last 6Q
+116 new funds entered over the past year (+74% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

147 buying98 selling
Last quarter: 147 funds were net buyers (68 opened a brand new position + 79 added to an existing one). Only 98 were sellers (73 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~68 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 30 → 64 → 68. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 43% new

35% conviction (2yr+) 21% medium 43% new
Of the 272 current holders: 96 (35%) held >2 years, 58 held 1–2 years, and 118 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (-1% value, -39% shares)

Value
-1%
Shares
-39%
Last quarter: total value of institutional GLTR holdings rose -1% even though funds reduced share count by 39%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

26 → 30 → 30 → 64 → 68 new funds/Q
New funds entering each quarter: 30 → 30 → 64 → 68. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 42% veterans vs 49% newcomers

42% veterans 9% 1-2yr 49% new
Entry-cohort mix of 272 holders: 113 (42%) are 2+ year veterans, 25 entered 1–2 years ago, and 134 (49%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
19 of 272 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in GLTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GLTR

In 2026 Q1, 147 hedge funds were net buyers of GLTR (68 opened a new position, 79 added to an existing one), while 98 reduced or exited (73 trimmed, 25 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in GLTR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +43 funds (more new holders than closures). Total institutional holders: 272.

Hedge Fund Ownership: GLTR

How many hedge funds hold GLTR — quarterly history vs. share price
Quarterly hedge fund ownership of GLTR vs. share price

Market Analysis: GLTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GLTR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Abrdn Precious Metals Basket (GLTR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GLTR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
GLTR
-10.3%
SPY
+13.9%

GLTR outperformed SPY by -24.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
GLTR
-9.0%
SPY
+0.2%

Since the filing became public, GLTR outperformed SPY by -9.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 6 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: GLTR
270 + Investors

Track Smart Money conviction in GLTR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 270 229 17.9%
13F Shares 6M 10M -39.13%
Total Value $1.29B $1.30B -1.03%
New Positions 68 64 +4
Increased Positions 78 65 +13
Closed Positions 27 23 +4
Reduced Positions 72 54 +18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GLTR

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Financial Highlights

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Institutional Holders (2026 Q1)

270 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GLTR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GLTR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paul R. Ried Financial Group, LLC 8.42% 82,789 $18.1M
2 Summit Wealth & Retirement Planning, INC. 6.70% 128,389 $28.1M
3 Argos Wealth Advisors, LLC 5.29% 84,133 $18.4M
4 Sound Stewardship, LLC 4.86% 48,549 $10.6M
5 Stegent Equity Advisors, Inc. 4.30% 23,050 $5.0M
6 WJ Wealth Management, LLC 3.97% 38,794 $8.5M
7 Peak Financial Management, Inc. 3.43% 61,857 $13.5M
8 Courage Miller Partners, LLC 2.79% 45,133 $9.9M
9 Solitude Financial Services 2.70% 40,238 $9.1M
10 Towneley Capital Management, Inc / DE 2.21% 48,320 $10.6M
11 Centurion Wealth Management LLC 1.28% 25,899 $5.7M
12 Foresight Capital Management Advisors, INC. 1.24% 10,220 $2.2M
13 SFG Wealth Management, LLC. 1.05% 11,641 $2.5M
14 Mainstay Capital Management LLC /Adv 0.91% 53,826 $11.8M
15 Genesis Financial Group, LLC 0.89% 6,424 $1.4M
16 Wisconsin Wealth Advisors, LLC 0.83% 3,875 $847K
17 Brown Wealth Management, LLC 0.82% 14,565 $3.2M
18 Carolina Wealth Advisors, LLC 0.76% 8,378 $1.8M
19 Amara Financial, LLC. 0.71% 4,738 $1.0M
20 Castellan Group 0.69% 22,882 $5.0M
21 Fortis Capital Advisors, LLC 0.66% 22,964 $5.0M
22 Laurel Wealth Planning LLC 0.58% 5,070 $1.1M
23 Larson Financial Group LLC 0.58% 82,993 $18.2M
24 Seven Mile Advisory 0.52% 3,300 $722K
25 Fulcrum Equity Management 0.51% 2,425 $530K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Abrdn Precious Metals Basket (GLTR)

What does the Smart Money Trend signal show for GLTR?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added GLTR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GLTR?

More buyers than sellers — 60% buying: Last quarter: 147 funds were net buyers (68 opened a brand new position + 79 added to an existing one). Only 98 were sellers (73 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GLTR holders?

Elite ownership — 48% AUM from top-100 funds: 19 of 272 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in GLTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GLTR?

Mixed — 35% long-term, 43% new: Of the 272 current holders: 96 (35%) held >2 years, 58 held 1–2 years, and 118 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Abrdn Precious Metals Basket (GLTR) following the 2026 Q1 hedge fund 13F filings?

As of today, GLTR has moved -9.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -9.2%. Since the quarter end (March 31, 2026), GLTR has gained -10.3% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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