Vault-13

ABRDN PRECIOUS METALS BASKET GLTR

PHYSCL PRECS MET · ETP · CUSIP 003263100

189 institutional holders +11 vs Q2 2025
5,520,8265.5m shares reported held*
$900.3mreported value*
28 new 62 added 46 reduced 15 sold out net bought ≈ $65.3m (+394.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $163.07.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 115Q4 22: 130Q1 23: 131Q2 23: 123Q3 23: 135Q4 23: 142Q1 24: 142Q2 24: 143Q3 24: 141Q4 24: 158Q1 25: 162Q2 25: 178Q3 25: 189189Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022115
Q4 2022130
Q1 2023131
Q2 2023123
Q3 2023135
Q4 2023142
Q1 2024142
Q2 2024143
Q3 2024141
Q4 2024158
Q1 2025162
Q2 2025178
Q3 2025189

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 23: 49 bought or addedQ4 23: 73 cut or sold outQ1 24: 54 bought or addedQ1 24: 64 cut or sold outQ1 24Q2 24: 53 bought or addedQ2 24: 66 cut or sold outQ3 24: 57 bought or addedQ3 24: 59 cut or sold outQ3 24Q4 24: 54 bought or addedQ4 24: 58 cut or sold outQ1 25: 80 bought or addedQ1 25: 58 cut or sold outQ1 25Q2 25: 72 bought or addedQ2 25: 70 cut or sold outQ3 25: 90 bought or addedQ3 25: 61 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20234973
Q1 20245464
Q2 20245366
Q3 20245759
Q4 20245458
Q1 20258058
Q2 20257270
Q3 20259061

Biggest buyers

AMERIPRISE FINANCIAL INC Added +116,151+116.2k
WELLS FARGO & COMPANY/MN Added +84,891+84.9k
Pictet Asset Management Holding SA New +77,730+77.7k
Focus Partners Wealth Added +33,587+33.6k
LPL Financial LLC Added +29,500+29.5k
BANK OF AMERICA CORP /DE/ Added +28,819+28.8k
Belpointe Asset Management LLC Added +27,569+27.6k
Foundations Investment Advisors, LLC New +26,223+26.2k
Strategic Wealth Investment Group, LLC Added +22,785+22.8k
Discipline Wealth Solutions, LLC New +19,736+19.7k

Biggest sellers

Rockefeller Capital Management L.P. Reduced -117,503-117.5k
ROYAL BANK OF CANADA Reduced -26,558-26.6k
Cullen/Frost Bankers, Inc. Reduced -20,343-20.3k
Larson Financial Group LLC Reduced -19,912-19.9k
JANE STREET GROUP, LLC Sold out -9,672-9.7k
WJ Wealth Management, LLC Reduced -5,268-5.3k
Winthrop Capital Management, LLC Sold out -4,090-4.1k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -3,328-3.3k
Jackson Creek Investment Advisors LLC Sold out -3,244-3.2k
Solitude Financial Services Reduced -3,025-3.0k

Insider purchases and sales in Q3 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 519,634519.6k $86.0m $86.0m 0.01% Added +17.3k +17,319
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 420,677420.7k $69.6m $69.6m 0.01% Added +84.9k +84,891
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 379,067379.1k $62.7m $62.7m 0.00% Added +28.8k +28,819
4 CAPE COD FIVE CENTS SAVINGS BANK 2.86% of their portfolio HYANNIS, MA 275,242275.2k $31.2m $31.2m 2.86% Unchanged
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 272,750272.8k $45.1m $45.1m 0.01% Added +29.5k +29,500
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 210,805210.8k $34.9m $34.9m 0.02% Reduced -3.3k -3,328
7 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 206,430206.4k $34.2m $34.2m 0.06% Added +33.6k +33,587
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 198,975199.0k $33.9m $33.9m 0.05% Added +5.7k +5,731
9 Cullen/Frost Bankers, Inc. 0.37% of their portfolio San Antonio, TX 194,617194.6k $32.2m $32.2m 0.37% Reduced -20.3k -20,343
10 Sequoia Financial Advisors, LLC 0.17% of their portfolio Akron, OH 170,724170.7k $28.2m $28.2m 0.17% Reduced -1.8k -1,766
11 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6.15% of their portfolio EAGLE, ID 151,260151.3k $25.0m $25.0m 6.15% Reduced -390 -390
12 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 140,291140.3k $23.2m $23.2m 0.05% Reduced -117.5k -117,503
13 Wealthfront Advisers LLC 0.05% of their portfolio Palo Alto, CA 135,581135.6k $22.4m $22.4m 0.05% Reduced -2.5k -2,480
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 128,338128.3k $21.2m $21.2m 0.00% Added +116.2k +116,151
15 Paul R. Ried Financial Group, LLC 8.65% of their portfolio BELLEVUE, WA 103,387103.4k $17.1m $17.1m 8.65% Reduced -2.5k -2,493
16 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 97,10397.1k $16.1m $16.1m 0.02% Added +15.7k +15,670
17 Larson Financial Group LLC 0.54% of their portfolio ST LOUIS, MO 92,78192.8k $15.4m $15.4m 0.54% Reduced -19.9k -19,912
18 Advance Capital Management, Inc. 0.59% of their portfolio SOUTHFIELD, MI 82,64882.6k $13.7m $13.7m 0.59% Added +4.4k +4,368
19 IFG Advisory, LLC 0.60% of their portfolio ATLANTA, GA 79,60479.6k $13.2m $13.2m 0.60% Added +1.1k +1,095
20 Pictet Asset Management Holding SA 0.01% of their portfolio CAROUGE, V8 77,73077.7k $12.9m $12.9m 0.01% New
21 Peak Financial Management, Inc. 3.24% of their portfolio WELLESLEY, MA 74,01174.0k $12.2m $12.2m 3.24% Reduced -920 -920
22 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 68,19268.2k $11.3m $11.3m 0.01% Added +2.5k +2,486
23 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 67,29467.3k $11.1m $11.1m 0.01% Added +6.3k +6,340
24 Sound Stewardship, LLC 5.34% of their portfolio Overland Park, KS 67,26067.3k $11.1m $11.1m 5.34% Reduced -2.1k -2,091
25 Solitude Financial Services 3.34% of their portfolio CHARLOTTESVILLE, VA 58,91158.9k $9.7m $9.7m 3.34% Reduced -3.0k -3,025
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 56,28456.3k $9.3m $9.3m 0.00% Added +2.3k +2,270
27 Towneley Capital Management, Inc / DE 1.75% of their portfolio LAGUNA HILLS, CA 48,73648.7k $8.1m $8.1m 1.75% Reduced -2.4k -2,405
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 46,46946.5k $7.7m $7.7m 0.00% Added +12.7k +12,726
29 Pines Wealth Management, LLC 2.57% of their portfolio SOUTHERN PINES, NC 46,08646.1k $7.6m $7.6m 2.57% Reduced -2.6k -2,633
30 Gladstone Institutional Advisory LLC 0.29% of their portfolio Bedminster, NJ 45,62545.6k $7.5m $7.5m 0.29% Reduced -403 -403
31 WJ Wealth Management, LLC 3.41% of their portfolio GLENDALE, AZ 45,02045.0k $7.7m $7.7m 3.41% Reduced -5.3k -5,268
32 UBS Group AG 0.00% of their portfolio ZURICH, V8 43,89143.9k $7.3m $7.3m 0.00% Added +917 +917
33 Castellan Group 1.02% of their portfolio LOUISVILLE, KY 42,51042.5k $7.0m $7.0m 1.02% Added +673 +673
34 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 39,08139.1k $6.5m $6.5m 0.01% Added +614 +614
35 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 37,68837.7k $6.2m $6.2m 0.01% Added +10.6k +10,589
36 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 35,24335.2k $5.8m $5.8m 0.02% Added +6.8k +6,828
37 Centurion Wealth Management LLC 1.24% of their portfolio Mclean, VA 32,93632.9k $5.4m $5.4m 1.24% Added +3.7k +3,711
38 Belpointe Asset Management LLC 0.20% of their portfolio RENO, NV 31,60231.6k $5.2m $5.2m 0.20% Added +27.6k +27,569
39 Stegent Equity Advisors, Inc. 4.07% of their portfolio HOUSTON, TX 30,19430.2k $5.0m $5.0m 4.07% Reduced -2.0k -2,022
40 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 29,53329.5k $4.7m $4.7m 0.01% Added +2.0k +2,004
41 AXXCESS WEALTH MANAGEMENT, LLC 0.10% of their portfolio CARLSBAD, CA 28,82728.8k $4.8m $4.8m 0.10% Reduced -204 -204
42 KESTRA PRIVATE WEALTH SERVICES, LLC 0.06% of their portfolio AUSTIN, TX 27,15527.2k $4.5m $4.5m 0.06% Reduced -766 -766
43 BROWN WEALTH MANAGEMENT, LLC 1.24% of their portfolio NAPERVILLE, IL 26,62126.6k $4.4m $4.4m 1.24% Added +608 +608
44 Foundations Investment Advisors, LLC 0.06% of their portfolio PHOENIX, AZ 26,22326.2k $4.3m $4.3m 0.06% New
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 25,07425.1k $4.1m $4.1m 0.00% Reduced -26.6k -26,558
46 Strategic Wealth Investment Group, LLC 0.34% of their portfolio LOUISVILLE, KY 24,09124.1k $4.0m $4.0m 0.34% Added +22.8k +22,785
47 FIG FINANCIAL ADVISORY SERVICES INC /ADV 2.28% of their portfolio OKLAHOMA CITY, OK 21,99022.0k $3.6m $3.6m 2.28% Reduced -707 -707
48 Discipline Wealth Solutions, LLC 0.86% of their portfolio GREENVILLE, SC 19,73619.7k $3.3m $3.3m 0.86% New
49 Walkner Condon Financial Advisors LLC 0.49% of their portfolio MADISON, WI 18,58018.6k $3.1m $3.1m 0.49% Added +351 +351
50 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,17918.2k $3.0m $3.0m 0.00% Unchanged
51 Valmark Advisers, Inc. 0.03% of their portfolio AKRON, OH 15,76415.8k $2.6m $2.6m 0.03% Added +1.7k +1,698
52 J.W. COLE ADVISORS, INC. 0.04% of their portfolio TAMPA, FL 13,31613.3k $2.2m $2.2m 0.04% Reduced -264 -264
53 FLC Capital Advisors 0.42% of their portfolio PALM DESERT, CA 13,16913.2k $2.2m $2.2m 0.42% Unchanged
54 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 12,44712.4k $2.0m $2.0m 0.00% Added +2.9k +2,900
55 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 11,01311.0k $1.8m $1.8m 0.02% Added +3.2k +3,195
56 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,02510.0k $1.7m $1.7m 0.00% Reduced -106 -106
57 Summit Wealth Partners, LLC 0.29% of their portfolio Orlando, FL 9,6679.7k $1.6m $1.6m 0.29% Added +2.9k +2,930
58 Global Assets Advisory, LLC 0.47% of their portfolio ORLANDO, FL 9,6329.6k $1.6m $1.6m 0.47% Added +7.5k +7,550
59 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,4219.4k $1.6m $1.6m 0.00% Added +505 +505
60 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 9,2649.3k $1.5m $1.5m 0.01% Reduced -158 -158
61 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,9058.9k $1.5m $1.5m 0.00% Added +528 +528
62 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 8,7668.8k $1.5m $1.5m 0.01% Added +378 +378
63 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 7,7527.8k $1.3m $1.3m 0.03% Added +8 +8
64 Carolina Wealth Advisors, LLC 0.52% of their portfolio MYRTLE BEACH, SC 7,2817.3k $1.2m $1.2m 0.52% Added +1.2k +1,162
65 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 7,2217.2k $1.2m $1.2m 0.02% New
66 RWA WEALTH PARTNERS, LLC 0.01% of their portfolio BOSTON, MA 6,9006.9k $1.1m $1.1m 0.01% Reduced -100 -100
67 Global View Capital Management LLC 0.23% of their portfolio WAUKESHA, WI 6,6006.6k $1.1m $1.1m 0.23% New
68 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 6,4636.5k $1.1m $1.1m 0.02% Added +3.1k +3,074
69 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 6,3376.3k $1.0m $1.0m 0.00% Added +205 +205
70 Blue Trust, Inc. 0.01% of their portfolio BRENTWOOD, TN 6,3336.3k $1.0m $1.0m 0.01% Reduced -1.1k -1,052
71 Focus Financial Network, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 6,2356.2k $1.0m $1.0m 0.04% Reduced -1.8k -1,754
72 Laurel Wealth Planning LLC 0.51% of their portfolio EDINA, MN 5,8015.8k $959.8k $959.8k 0.51% Unchanged
73 Tactive Advisors, LLC 0.26% of their portfolio Jacksonville, FL 5,6325.6k $931.8k $931.8k 0.26% Added +234 +234
74 Zhang Financial LLC 0.03% of their portfolio PORTAGE, MI 5,1455.1k $851.2k $851.2k 0.03% New
75 Powell Investment Advisors, LLC 0.29% of their portfolio MIAMI, FL 5,0575.1k $836.7k $836.7k 0.29% Reduced -582 -582
76 Hobbs Group Advisors, LLC 0.26% of their portfolio COLUMBIA, SC 5,0425.0k $834.1k $834.1k 0.26% Reduced -169 -169
77 Burt Wealth Advisors 0.20% of their portfolio North Bethesda, MD 5,0095.0k $828.7k $828.7k 0.20% Unchanged
78 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 4,9625.0k $821.0k $821.0k 0.00% Unchanged
79 AMARA FINANCIAL, LLC. 0.58% of their portfolio SAN FRANCISCO, CA 4,7664.8k $788.5k $788.5k 0.58% Unchanged
80 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio ORLANDO, FL 4,3904.4k $609.9k $609.9k 0.05% Unchanged
81 MMA ASSET MANAGEMENT LLC 0.23% of their portfolio New York, NY 4,0784.1k $674.7k $674.7k 0.23% Added +2.0k +2,039
82 Vise Technologies, Inc. 0.02% of their portfolio NEW YORK, NY 3,6643.7k $606.2k $606.2k 0.02% Added +1.9k +1,878
83 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 3,6093.6k $597.1k $597.1k 0.00% Added +92 +92
84 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 3,5543.6k $588.0k $588.0k 0.01% Added +849 +849
85 Insight Wealth Strategies, LLC 0.07% of their portfolio SAN RAMON, CA 3,5243.5k $583.0k $583.0k 0.07% Added +968 +968
86 NWAM LLC 0.04% of their portfolio MERCER ISLAND, WA 3,4483.4k $645.7k $645.7k 0.04% Reduced -44 -44
87 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 3,3213.3k $549.5k $549.5k 0.00% Added +92 +92
88 SEVEN MILE ADVISORY 0.09% of their portfolio TALLAHASSEE, FL 3,3003.3k $546.0k $546.0k 0.09% Unchanged
89 PEAPACK GLADSTONE FINANCIAL CORP 0.01% of their portfolio BEDMINSTER, NJ 3,1903.2k $528.0k $528.0k 0.01% Unchanged
90 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 3,1673.2k $524.0k $524.0k 0.01% Added +89 +89
91 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 3,1583.2k $522.5k $522.5k 0.01% Added +394 +394
92 ALTFEST L J & CO INC 0.06% of their portfolio NEW YORK, NY 3,1153.1k $515.3k $515.3k 0.06% Reduced -42 -42
93 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 2,9903.0k $494.7k $494.7k 0.00% Unchanged
94 West Branch Capital LLC 0.13% of their portfolio AMHERST, MA 2,9653.0k $490.6k $490.6k 0.13% Unchanged
95 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 2,9623.0k $490.1k $490.1k 0.01% Reduced -100 -100
96 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 2,9462.9k $487.4k $487.4k 0.00% Reduced -218 -218
97 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 2,9392.9k $486.3k $486.3k 0.01% Reduced -38 -38
98 PFG Advisors 0.02% of their portfolio Phoenix, AZ 2,9202.9k $483.1k $483.1k 0.02% Added +113 +113
99 Brand Asset Management Group, Inc. 0.14% of their portfolio CHESTERFIELD, MO 2,9202.9k $483.1k $483.1k 0.14% New
100 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 2,7292.7k $451.5k $451.5k 0.01% New