Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ABRDN PRECIOUS METALS BASKET (GLTR)

223 + 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
↑ +39
Streak
7Q ▲
Buyers last Q
63%

Smart Money Signals — GLTR

Based on 223 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
223 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 — +54% more funds vs a year ago

fund count last 6Q
+78 new funds entered over the past year (+54% 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 — 63% buying

125 buying74 selling
Last quarter: 125 funds were net buyers (61 opened a brand new position + 64 added to an existing one). Only 74 were sellers (52 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+32 vs last Q)

new funds entering per quarter
Funds opening a new GLTR position: 25 → 30 → 29 → 61. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

42% conviction (2yr+) 23% medium 35% new
93 out of 223 hedge funds have held GLTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +83%, value +45%

Value
+44%
Shares
+82%
Last quarter: funds added +83% more shares while total portfolio value only changed +45%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

24 → 25 → 30 → 29 → 61 new funds/Q
New funds entering each quarter: 25 → 30 → 29 → 61. 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.
🏛️

Deep conviction — 46% of holders stayed 2+ years

46% veterans 11% 1-2yr 43% new
Of 223 current holders: 102 (46%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
16 of 223 holders are among the 100 largest funds by AUM, controlling 45% 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.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 4 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: GLTR
2026 Q1 Stats Unlock in 18 days 223 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 223 184 21.2%
13F Shares 10M 5M 82.68%
Total Value $1.24B $855M 44.5%
New Positions 61 29 +32
Increased Positions 64 65 -1
Closed Positions 22 14 +8
Reduced Positions 52 38 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GLTR

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

223 + investors

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

Top 25 institutional holders of GLTR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Argos Wealth Advisors, LLC 5.29% 84,133 $18.4M
2 Sound Stewardship, LLC 4.86% 48,549 $10.6M
3 Stegent Equity Advisors, Inc. 4.30% 23,050 $5.0M
4 WJ Wealth Management, LLC 3.97% 38,794 $8.5M
5 Peak Financial Management, Inc. 3.43% 61,857 $13.5M
6 Courage Miller Partners, LLC 2.79% 45,133 $9.9M
7 Solitude Financial Services 2.70% 40,238 $9.1M
8 Towneley Capital Management, Inc / DE 2.21% 48,320 $10.6M
9 Centurion Wealth Management LLC 1.28% 25,899 $5.7M
10 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1.24% 10,220 $2.2M
11 SFG Wealth Management, LLC. 1.05% 11,641 $2.5M
12 Wisconsin Wealth Advisors, LLC 0.83% 3,875 $847K
13 BROWN WEALTH MANAGEMENT, LLC 0.82% 14,565 $3.2M
14 Carolina Wealth Advisors, LLC 0.76% 8,378 $1.8M
15 Castellan Group 0.69% 22,882 $5.0M
16 Fortis Capital Advisors, LLC 0.66% 22,964 $5.0M
17 Laurel Wealth Planning LLC 0.58% 5,070 $1.1M
18 SEVEN MILE ADVISORY 0.52% 3,300 $722K
19 Fulcrum Equity Management 0.51% 2,425 $530K
20 Walkner Condon Financial Advisors LLC 0.50% 17,221 $3.8M
21 Advance Capital Management, Inc. 0.48% 58,375 $12.8M
22 Eagle Bay Advisors LLC 0.42% 2,200 $481K
23 Antonelli Financial Advisors, LLC 0.42% 2,746 $601K
24 Powell Investment Advisors, LLC 0.38% 5,057 $1.1M
25 Pines Wealth Management, LLC 0.35% 4,882 $1.1M
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 — 7 quarters in a row: For 7 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 — 63% buying: Last quarter: 125 funds were net buyers (61 opened a brand new position + 64 added to an existing one). Only 74 were sellers (52 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GLTR holders?

Elite ownership — 45% AUM from top-100 funds: 16 of 223 holders are among the 100 largest funds by AUM, controlling 45% 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?

42% of holders stayed for 2+ years: 93 out of 223 hedge funds have held GLTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.