Vault-13

ABRDN PRECIOUS METALS BASKET GLTR

PHYSCL PRECS MET · ETP · CUSIP 003263100

276 institutional holders +43 vs Q4 2025
6,519,6206.5m shares reported held*
$1.3bnreported value*
61 new 81 added 75 reduced 16 sold out net bought ≈ $68.1m (+750.7k 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 ≈ $203.96.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 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: 189Q4 25: 233Q1 26: 276276Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 2025233
Q1 2026276

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 126 bought or addedQ4 25: 72 cut or sold outQ1 26: 142 bought or addedQ1 26: 91 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245366
Q3 20245759
Q4 20245458
Q1 20258058
Q2 20257270
Q3 20259061
Q4 202512672
Q1 202614291

Biggest buyers

Oasis Advisors, LLC New +460,020+460.0k
AMERIPRISE FINANCIAL INC Added +139,088+139.1k
MORGAN STANLEY Added +111,374+111.4k
LPL Financial LLC Added +105,532+105.5k
WELLS FARGO & COMPANY/MN Added +64,574+64.6k
MAINSTAY CAPITAL MANAGEMENT LLC /ADV New +53,826+53.8k
Courage Miller Partners, LLC New +45,133+45.1k
PFG Advisors Added +43,744+43.7k
Private Advisor Group, LLC Added +41,004+41.0k
UBS Group AG Added +36,345+36.3k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -104,772-104.8k
IFG Advisory, LLC Sold out -71,648-71.6k
Pictet Asset Management Holding SA Reduced -45,290-45.3k
Pines Wealth Management, LLC Reduced -40,228-40.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -33,608-33.6k
HighTower Advisors, LLC Reduced -28,688-28.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -25,606-25.6k
STIFEL FINANCIAL CORP Reduced -17,013-17.0k
CITADEL ADVISORS LLC Sold out -15,147-15.1k
Castellan Group Reduced -15,101-15.1k

Insider purchases and sales in Q1 2026

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 Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 665,150665.1k $145.5m $145.5m 0.01% Added +111.4k +111,374
2 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 535,642535.6k $117.2m $117.2m 0.02% Added +64.6k +64,574
3 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 486,245486.2k $106.4m $106.4m 0.03% Added +105.5k +105,532
4 Oasis Advisors, LLC 0.90% of their portfolio FOREST CITY, IA 460,020460.0k $4.6m $4.6m 0.90% New
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 392,631392.6k $85.9m $85.9m 0.01% Added +21.8k +21,793
6 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 271,777271.8k $59.4m $59.4m 0.01% Added +139.1k +139,088
7 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 207,138207.1k $45.3m $45.3m 0.05% Reduced -12.0k -12,036
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 206,482206.5k $45.2m $45.2m 0.03% Reduced -25.6k -25,606
9 Wealthfront Advisers LLC 0.09% of their portfolio Palo Alto, CA 185,979186.0k $40.7m $40.7m 0.09% Added +33.4k +33,401
10 Cullen/Frost Bankers, Inc. 0.44% of their portfolio San Antonio, TX 178,698178.7k $39.1m $39.1m 0.44% Reduced -6.6k -6,558
11 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 167,485167.5k $36.6m $36.6m 0.06% Reduced -8.8k -8,791
12 Sequoia Financial Advisors, LLC 0.20% of their portfolio Akron, OH 163,518163.5k $35.8m $35.8m 0.20% Reduced -2.9k -2,873
13 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6.70% of their portfolio EAGLE, ID 128,389128.4k $28.1m $28.1m 6.70% Reduced -12.1k -12,096
14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 97,66897.7k $21.1m $21.1m 0.05% Reduced -104.8k -104,772
15 Argos Wealth Advisors, LLC 5.29% of their portfolio SACRAMENTO, CA 84,13384.1k $18.4m $18.4m 5.29% Added +670 +670
16 Larson Financial Group LLC 0.58% of their portfolio ST LOUIS, MO 82,99383.0k $18.2m $18.2m 0.58% Reduced -4.8k -4,819
17 Paul R. Ried Financial Group, LLC 8.42% of their portfolio BELLEVUE, WA 82,78982.8k $18.1m $18.1m 8.42% Reduced -8.5k -8,536
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 82,04482.0k $17.9m $17.9m 0.00% Added +36.3k +36,345
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 69,52269.5k $15.2m $15.2m 0.00% Reduced -6.7k -6,686
20 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 68,03968.0k $14.9m $14.9m 0.03% Reduced -14.5k -14,480
21 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 65,23265.2k $14.3m $14.3m 0.01% Reduced -17.0k -17,013
22 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 63,46263.5k $13.9m $13.9m 0.02% Reduced -33.6k -33,608
23 Peak Financial Management, Inc. 3.43% of their portfolio WELLESLEY, MA 61,85761.9k $13.5m $13.5m 3.43% Reduced -10.5k -10,535
24 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 60,24260.2k $13.2m $13.2m 0.01% Added +2.2k +2,207
25 Advance Capital Management, Inc. 0.48% of their portfolio SOUTHFIELD, MI 58,37558.4k $12.8m $12.8m 0.48% Reduced -6.5k -6,492
26 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.91% of their portfolio GRAND BLANC, MI 53,82653.8k $11.8m $11.8m 0.91% New
27 Sound Stewardship, LLC 4.86% of their portfolio Overland Park, KS 48,54948.5k $10.6m $10.6m 4.86% Reduced -9.9k -9,929
28 Towneley Capital Management, Inc / DE 2.21% of their portfolio LAGUNA HILLS, CA 48,32048.3k $10.6m $10.6m 2.21% Added +971 +971
29 PFG Advisors 0.50% of their portfolio Phoenix, AZ 46,75446.8k $10.2m $10.2m 0.50% Added +43.7k +43,744
30 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 46,27446.3k $10.1m $10.1m 0.05% Added +41.0k +41,004
31 AXXCESS WEALTH MANAGEMENT, LLC 0.32% of their portfolio CARLSBAD, CA 45,56345.6k $10.0m $10.0m 0.32% Added +3.3k +3,348
32 Courage Miller Partners, LLC 2.79% of their portfolio NORFOLK, VA 45,13345.1k $9.9m $9.9m 2.79% New
33 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 44,63044.6k $9.8m $9.8m 0.03% Added +4.1k +4,131
34 Solitude Financial Services 2.70% of their portfolio CHARLOTTESVILLE, VA 40,23840.2k $9.1m $9.1m 2.70% Reduced -3.0k -2,981
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 39,50139.5k $8.6m $8.6m 0.01% Added +26.8k +26,773
36 WJ Wealth Management, LLC 3.97% of their portfolio GLENDALE, AZ 38,79438.8k $8.5m $8.5m 3.97% Reduced -8.6k -8,635
37 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 38,50738.5k $8.4m $8.4m 0.01% Reduced -28.7k -28,688
38 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 33,31233.3k $7.3m $7.3m 0.00% Reduced -1.4k -1,380
39 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 32,78032.8k $7.2m $7.2m 0.01% Reduced -3.1k -3,082
40 Belpointe Asset Management LLC 0.26% of their portfolio RENO, NV 32,27432.3k $7.1m $7.1m 0.26% Reduced -7.7k -7,701
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,23631.2k $6.8m $6.8m 0.00% Added +4.9k +4,889
42 Gladstone Institutional Advisory LLC 0.24% of their portfolio Bedminster, NJ 29,47529.5k $6.4m $6.4m 0.24% Reduced -13.9k -13,908
43 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 28,70128.7k $6.0m $6.0m 0.00% Added +10.7k +10,668
44 KESTRA PRIVATE WEALTH SERVICES, LLC 0.08% of their portfolio AUSTIN, TX 28,13928.1k $6.2m $6.2m 0.08% Added +228 +228
45 Centurion Wealth Management LLC 1.28% of their portfolio Mclean, VA 25,89925.9k $5.7m $5.7m 1.28% Reduced -7.2k -7,229
46 Mariner, LLC 0.01% of their portfolio Overland Park, KS 23,68123.7k $5.2m $5.2m 0.01% Added +1.2k +1,210
47 Stegent Equity Advisors, Inc. 4.30% of their portfolio HOUSTON, TX 23,05023.1k $5.0m $5.0m 4.30% Reduced -3.8k -3,757
48 Fortis Capital Advisors, LLC 0.66% of their portfolio PRAIRIE VILLAGE, KS 22,96423.0k $5.0m $5.0m 0.66% New
49 Castellan Group 0.69% of their portfolio LOUISVILLE, KY 22,88222.9k $5.0m $5.0m 0.69% Reduced -15.1k -15,101
50 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 22,84322.8k $5.0m $5.0m 0.01% Reduced -11.7k -11,747
51 Pictet Asset Management Holding SA 0.01% of their portfolio CAROUGE, V8 22,82022.8k $5.0m $5.0m 0.01% Reduced -45.3k -45,290
52 RFG Advisory, LLC 0.08% of their portfolio BIRMINGHAM, AL 18,74218.7k $4.1m $4.1m 0.08% New
53 Clearbridge Investments, LLC 0.00% of their portfolio NEW YORK, NY 17,96318.0k $3.9m $3.9m 0.00% New
54 Walkner Condon Financial Advisors LLC 0.50% of their portfolio MADISON, WI 17,22117.2k $3.8m $3.8m 0.50% Reduced -1.3k -1,290
55 Valmark Advisers, Inc. 0.04% of their portfolio AKRON, OH 16,78016.8k $3.7m $3.7m 0.04% Added +344 +344
56 J.W. COLE ADVISORS, INC. 0.12% of their portfolio TAMPA, FL 15,95316.0k $3.5m $3.5m 0.12% Added +3.1k +3,133
57 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 15,59115.6k $3.4m $3.4m 0.01% Reduced -294 -294
58 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,68214.7k $3.2m $3.2m 0.00% Added +119 +119
59 BROWN WEALTH MANAGEMENT, LLC 0.82% of their portfolio NAPERVILLE, IL 14,56514.6k $3.2m $3.2m 0.82% Reduced -13.2k -13,198
60 Discipline Wealth Solutions, LLC 0.32% of their portfolio GREENVILLE, SC 14,08214.1k $3.1m $3.1m 0.32% Reduced -4.8k -4,773
61 FLOW TRADERS U.S. LLC 0.10% of their portfolio NEW YORK, NY 13,96714.0k $3.1m $3.1m 0.10% Added +10.3k +10,291
62 FLC Capital Advisors 0.50% of their portfolio PALM DESERT, CA 12,53312.5k $2.7m $2.7m 0.50% Reduced -636 -636
63 SFG Wealth Management, LLC. 1.05% of their portfolio TOWSON, MD 11,64111.6k $2.5m $2.5m 1.05% Reduced -2.6k -2,648
64 Strategic Wealth Investment Group, LLC 0.32% of their portfolio LOUISVILLE, KY 11,56211.6k $2.5m $2.5m 0.32% Reduced -559 -559
65 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 11,30911.3k $2.5m $2.5m 0.02% Added +176 +176
66 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 11,19011.2k $2.4m $2.4m 0.01% Reduced -439 -439
67 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 10,89810.9k $2.4m $2.4m 0.03% Added +4.4k +4,448
68 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 10,57810.6k $2.3m $2.3m 0.01% Added +2.0k +2,012
69 FIG FINANCIAL ADVISORY SERVICES INC /ADV 1.44% of their portfolio OKLAHOMA CITY, OK 10,56310.6k $2.3m $2.3m 1.44% Reduced -8.5k -8,459
70 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1.24% of their portfolio SALINE, MI 10,22010.2k $2.2m $2.2m 1.24% New
71 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 9,8599.9k $2.2m $2.2m 0.01% Added +5.5k +5,542
72 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 9,3279.3k $2.0m $2.0m 0.02% Added +12 +12
73 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 9,2859.3k $2.0m $2.0m 0.04% Added +830 +830
74 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,4808.5k $1.9m $1.9m 0.00% Reduced -226 -226
75 Carolina Wealth Advisors, LLC 0.76% of their portfolio MYRTLE BEACH, SC 8,3788.4k $1.8m $1.8m 0.76% Added +1.4k +1,436
76 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 8,1228.1k $1.8m $1.8m 0.03% Added +4.9k +4,909
77 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 8,0568.1k $1.8m $1.8m 0.02% Added +735 +735
78 Savvy Advisors, Inc. 0.05% of their portfolio NEW YORK, NY 7,7647.8k $1.7m $1.7m 0.05% New
79 LANARK FINANCIAL, INC. 0.13% of their portfolio BIRMINGHAM, AL 7,7437.7k $1.7m $1.7m 0.13% Added +417 +417
80 Blue Trust, Inc. 0.02% of their portfolio BRENTWOOD, TN 7,5407.5k $1.6m $1.6m 0.02% Unchanged
81 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 7,2927.3k $1.6m $1.6m 0.02% Reduced -272 -272
82 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 6,8106.8k $1.5m $1.5m 0.02% Reduced -184 -184
83 Genesis Financial Group, LLC 0.94% of their portfolio PARAMUS, NJ 6,4246.4k $1.4m $1.4m 0.94% Reduced -15.0k -15,033
84 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 6,4236.4k $1.4m $1.4m 0.00% Added +115 +115
85 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 6,2436.2k $1.4m $1.4m 0.03% Reduced -958 -958
86 RWA WEALTH PARTNERS, LLC 0.01% of their portfolio BOSTON, MA 6,2256.2k $1.4m $1.4m 0.01% Unchanged
87 Zhang Financial LLC 0.04% of their portfolio PORTAGE, MI 5,1455.1k $1.1m $1.1m 0.04% Unchanged
88 Laurel Wealth Planning LLC 0.58% of their portfolio EDINA, MN 5,0705.1k $1.1m $1.1m 0.58% Unchanged
89 Tactive Advisors, LLC 0.31% of their portfolio Jacksonville, FL 5,0655.1k $1.1m $1.1m 0.31% Reduced -282 -282
90 Powell Investment Advisors, LLC 0.38% of their portfolio MIAMI, FL 5,0575.1k $1.1m $1.1m 0.38% Unchanged
91 Pines Wealth Management, LLC 0.35% of their portfolio SOUTHERN PINES, NC 4,8824.9k $1.1m $1.1m 0.35% Reduced -40.2k -40,228
92 AMARA FINANCIAL, LLC. 0.71% of their portfolio SAN FRANCISCO, CA 4,7384.7k $1.0m $1.0m 0.71% Reduced -28 -28
93 Hobbs Group Advisors, LLC 0.30% of their portfolio COLUMBIA, SC 4,6054.6k $1.0m $1.0m 0.30% Reduced -883 -883
94 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 4,5744.6k $1.0m $1.0m 0.01% New
95 EFG International AG 0.02% of their portfolio Zurich, V8 4,5204.5k $993.2k $993.2k 0.02% Added +955 +955
96 MATAURO, LLC 0.13% of their portfolio NEW YORK, NY 4,2264.2k $924.4k $924.4k 0.13% Reduced -182 -182
97 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 4,1864.2k $915.5k $915.5k 0.02% Added +2.8k +2,769
98 Vise Technologies, Inc. 0.02% of their portfolio NEW YORK, NY 4,1524.2k $853.7k $853.7k 0.02% Unchanged
99 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 4,1324.1k $903.8k $903.8k 0.01% Added +155 +155
100 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,1074.1k $898.3k $898.3k 0.00% New