Vault-13

ABRDN PRECIOUS METALS BASKET GLTR

PHYSCL PRECS MET · ETP · CUSIP 003263100

254 institutional holders -22 vs Q1 2026
6,632,3626.6m shares reported held*
$1.2bnreported value*
24 new 94 added 72 reduced 43 sold out net bought ≈ $63.9m (-86.4k 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 ($702.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $181.23.

Trends to Q2 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: 276Q2 26: 254254Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026254

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 57 bought or addedQ3 24: 59 cut or sold outQ4 24: 54 bought or addedQ4 24: 58 cut or sold outQ4 24Q1 25: 80 bought or addedQ1 25: 58 cut or sold outQ2 25: 72 bought or addedQ2 25: 70 cut or sold outQ2 25Q3 25: 90 bought or addedQ3 25: 61 cut or sold outQ4 25: 126 bought or addedQ4 25: 72 cut or sold outQ4 25Q1 26: 142 bought or addedQ1 26: 91 cut or sold outQ2 26: 118 bought or addedQ2 26: 115 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245759
Q4 20245458
Q1 20258058
Q2 20257270
Q3 20259061
Q4 202512672
Q1 202614291
Q2 2026118115

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +86,694+86.7k
AE Wealth Management LLC New +61,866+61.9k
IFG Advisory, LLC New +59,146+59.1k
Wealthfront Advisers LLC Added +43,328+43.3k
Rockefeller Capital Management L.P. Added +42,167+42.2k
MORGAN STANLEY Added +36,570+36.6k
JANE STREET GROUP, LLC New +33,477+33.5k
WELLS FARGO & COMPANY/MN Added +31,100+31.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +21,303+21.3k
Thrivent Financial for Lutherans Added +17,810+17.8k

Biggest sellers

Oasis Advisors, LLC Reduced -442,451-442.5k
STIFEL FINANCIAL CORP Reduced -54,054-54.1k
PFG Advisors Reduced -41,673-41.7k
Focus Partners Wealth Reduced -21,227-21.2k
Centurion Wealth Management LLC Reduced -20,958-21.0k
Clearbridge Investments, LLC Sold out -17,963-18.0k
SFG Wealth Management, LLC. Sold out -11,641-11.6k
FLOW TRADERS U.S. LLC Reduced -11,113-11.1k
WJ Wealth Management, LLC Reduced -10,861-10.9k
BANK OF AMERICA CORP /DE/ Reduced -10,390-10.4k

Insider purchases and sales since 1 Apr 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 since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 701,720701.7k $127.1m $127.1m 0.01% Added +36.6k +36,570
2 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 566,742566.7k $102.7m $102.7m 0.02% Added +31.1k +31,100
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 494,755494.8k $89.6m $89.6m 0.02% Added +8.5k +8,510
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 382,241382.2k $69.2m $69.2m 0.00% Reduced -10.4k -10,390
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 289,260289.3k $52.3m $52.3m 0.01% Added +17.5k +17,483
6 Wealthfront Advisers LLC 0.08% of their portfolio Palo Alto, CA 229,307229.3k $41.5m $41.5m 0.08% Added +43.3k +43,328
7 CAPE COD FIVE CENTS SAVINGS BANK 3.13% of their portfolio HYANNIS, MA 212,440212.4k $38.5m $38.5m 3.13% First filing
8 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 209,652209.7k $38.0m $38.0m 0.06% Added +42.2k +42,167
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 206,706206.7k $37.4m $37.4m 0.02% Added +224 +224
10 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 185,911185.9k $33.7m $33.7m 0.03% Reduced -21.2k -21,227
11 Cullen/Frost Bankers, Inc. 0.30% of their portfolio San Antonio, TX 169,965170.0k $30.8m $30.8m 0.30% Reduced -8.7k -8,733
12 Sequoia Financial Advisors, LLC 0.15% of their portfolio Akron, OH 161,492161.5k $29.3m $29.3m 0.15% Reduced -2.0k -2,026
13 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 131,324131.3k $23.8m $23.8m 0.03% Added +86.7k +86,694
14 SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4.97% of their portfolio EAGLE, ID 129,390129.4k $23.4m $23.4m 4.97% Added +1.0k +1,001
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 109,537109.5k $20.2m $20.2m 0.03% Added +11.9k +11,869
16 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 85,84985.8k $15.6m $15.6m 0.03% Added +17.8k +17,810
17 Paul R. Ried Financial Group, LLC 6.37% of their portfolio BELLEVUE, WA 80,55880.6k $14.6m $14.6m 6.37% Reduced -2.2k -2,231
18 Argos Wealth Advisors, LLC 3.83% of their portfolio SACRAMENTO, CA 79,81979.8k $14.5m $14.5m 3.83% Reduced -4.3k -4,314
19 Larson Financial Group LLC 0.38% of their portfolio ST LOUIS, MO 79,75179.8k $14.4m $14.4m 0.38% Reduced -3.2k -3,242
20 Advance Capital Management, Inc. 0.43% of their portfolio SOUTHFIELD, MI 73,90573.9k $13.4m $13.4m 0.43% Added +15.5k +15,530
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 72,75972.8k $13.2m $13.2m 0.00% Reduced -9.3k -9,285
22 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 71,95472.0k $13.0m $13.0m 0.02% Added +8.5k +8,492
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 66,26966.3k $12.0m $12.0m 0.00% Reduced -3.3k -3,253
24 Peak Financial Management, Inc. 2.61% of their portfolio WELLESLEY, MA 62,78162.8k $11.4m $11.4m 2.61% Added +924 +924
25 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 62,16262.2k $11.3m $11.3m 0.01% Added +1.9k +1,920
26 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 61,86661.9k $11.2m $11.2m 0.05% New
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 60,80460.8k $11.0m $11.0m 0.01% Added +21.3k +21,303
28 IFG Advisory, LLC 0.38% of their portfolio ATLANTA, GA 59,14659.1k $10.7m $10.7m 0.38% New
29 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.76% of their portfolio GRAND BLANC, MI 56,68256.7k $10.3m $10.3m 0.76% Added +2.9k +2,856
30 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 48,89648.9k $8.9m $8.9m 0.04% Added +2.6k +2,622
31 Sound Stewardship, LLC 3.65% of their portfolio Overland Park, KS 48,87848.9k $8.9m $8.9m 3.65% Added +329 +329
32 Towneley Capital Management, Inc / DE 1.73% of their portfolio LAGUNA HILLS, CA 48,61948.6k $8.8m $8.8m 1.73% Added +299 +299
33 Courage Miller Partners, LLC 2.19% of their portfolio NORFOLK, VA 45,79245.8k $8.3m $8.3m 2.19% Added +659 +659
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 45,68545.7k $8.3m $8.3m 0.00% Added +12.4k +12,373
35 AXXCESS WEALTH MANAGEMENT, LLC 0.13% of their portfolio CARLSBAD, CA 44,42144.4k $8.0m $8.0m 0.13% Reduced -1.1k -1,142
36 Solitude Financial Services 2.22% of their portfolio CHARLOTTESVILLE, VA 44,25744.3k $8.0m $8.0m 2.22% Added +4.0k +4,019
37 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 39,07139.1k $7.1m $7.1m 0.01% Added +564 +564
38 Pictet Asset Management Holding SA 0.01% of their portfolio CAROUGE, V8 35,82035.8k $6.5m $6.5m 0.01% Added +13.0k +13,000
39 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 34,35234.4k $6.3m $6.3m 0.00% Added +5.7k +5,651
40 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,47733.5k $6.1m $6.1m 0.00% New
41 Belpointe Asset Management LLC 0.19% of their portfolio RENO, NV 32,82732.8k $5.9m $5.9m 0.19% Added +553 +553
42 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 31,92631.9k $5.8m $5.8m 0.01% Added +9.1k +9,083
43 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 31,81931.8k $5.8m $5.8m 0.01% Reduced -961 -961
44 Gladstone Institutional Advisory LLC 0.18% of their portfolio Bedminster, NJ 30,73630.7k $5.6m $5.6m 0.18% Added +1.3k +1,261
45 KESTRA PRIVATE WEALTH SERVICES, LLC 0.06% of their portfolio AUSTIN, TX 28,67228.7k $5.2m $5.2m 0.06% Added +533 +533
46 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 28,27428.3k $5.1m $5.1m 0.00% Reduced -3.0k -2,962
47 WJ Wealth Management, LLC 2.00% of their portfolio GLENDALE, AZ 27,93327.9k $5.1m $5.1m 2.00% Reduced -10.9k -10,861
48 Fortis Capital Advisors, LLC 0.53% of their portfolio PRAIRIE VILLAGE, KS 26,23526.2k $4.8m $4.8m 0.53% Added +3.3k +3,271
49 RFG Advisory, LLC 0.07% of their portfolio BIRMINGHAM, AL 25,68825.7k $4.7m $4.7m 0.07% Added +6.9k +6,946
50 Castellan Group 0.51% of their portfolio LOUISVILLE, KY 25,49025.5k $4.6m $4.6m 0.51% Added +2.6k +2,608
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,65019.6k $3.6m $3.6m 0.00% Reduced -4.0k -4,031
52 Walkner Condon Financial Advisors LLC 0.38% of their portfolio MADISON, WI 18,08218.1k $3.3m $3.3m 0.38% Added +861 +861
53 Oasis Advisors, LLC 2.07% of their portfolio FOREST CITY, IA 17,56917.6k $3.2m $3.2m 2.07% Reduced -442.5k -442,451
54 Valmark Advisers, Inc. 0.03% of their portfolio AKRON, OH 17,42617.4k $3.2m $3.2m 0.03% Added +646 +646
55 Stegent Equity Advisors, Inc. 2.11% of their portfolio HOUSTON, TX 16,24816.2k $2.9m $2.9m 2.11% Reduced -6.8k -6,802
56 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 15,80415.8k $2.9m $2.9m 0.01% Added +213 +213
57 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 15,67015.7k $2.8m $2.8m 0.05% Reduced -283 -283
58 Strategic Wealth Investment Group, LLC 0.33% of their portfolio LOUISVILLE, KY 15,10115.1k $2.7m $2.7m 0.33% Added +3.5k +3,539
59 BROWN WEALTH MANAGEMENT, LLC 0.61% of their portfolio NAPERVILLE, IL 15,00715.0k $2.7m $2.7m 0.61% Added +442 +442
60 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 14,92414.9k $2.7m $2.7m 0.01% Added +4.3k +4,346
61 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,87314.9k $2.7m $2.7m 0.00% Added +191 +191
62 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 14,49814.5k $2.6m $2.6m 0.01% Added +3.3k +3,308
63 Discipline Wealth Solutions, LLC 0.23% of their portfolio GREENVILLE, SC 14,40014.4k $2.6m $2.6m 0.23% Added +318 +318
64 Brookstone Capital Management 0.03% of their portfolio WHEATON, IL 14,11614.1k $2.6m $2.6m 0.03% Added +3.2k +3,218
65 Virtue Capital Management, LLC 0.31% of their portfolio BRENTWOOD, TN 12,73512.7k $2.3m $2.3m 0.31% New
66 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 12,45412.5k $2.3m $2.3m 0.01% Added +1.1k +1,145
67 FLC Capital Advisors 0.37% of their portfolio PALM DESERT, CA 12,33312.3k $2.2m $2.2m 0.37% Reduced -200 -200
68 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1.05% of their portfolio SALINE, MI 11,91911.9k $2.2m $2.2m 1.05% Added +1.7k +1,699
69 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,17811.2k $2.0m $2.0m 0.00% Reduced -54.1k -54,054
70 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 10,78310.8k $2.0m $2.0m 0.01% Added +7.8k +7,763
71 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,46310.5k $1.9m $1.9m 0.00% Added +2.0k +1,983
72 INSIGNEO ADVISORY SERVICES, LLC 0.07% of their portfolio MIAMI, FL 10,40410.4k $1.9m $1.9m 0.07% Added +9.0k +9,004
73 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 10,38110.4k $1.9m $1.9m 0.04% Added +4.1k +4,138
74 Savvy Advisors, Inc. 0.04% of their portfolio NEW YORK, NY 10,29110.3k $1.9m $1.9m 0.04% Added +2.5k +2,527
75 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 9,8239.8k $1.8m $1.8m 0.03% Added +538 +538
76 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 9,3359.3k $1.7m $1.7m 0.01% Added +8 +8
77 Global Assets Advisory, LLC 0.35% of their portfolio ORLANDO, FL 8,7028.7k $1.6m $1.6m 0.35% New
78 PALLADIEM, LLC 1.43% of their portfolio BRYN MAWR, PA 8,1128.1k $1.5m $1.5m 1.43% New
79 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 8,0928.1k $1.5m $1.5m 0.02% Reduced -30 -30
80 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,9277.9k $1.4m $1.4m 0.00% Reduced -1.9k -1,932
81 Carolina Wealth Advisors, LLC 0.56% of their portfolio MYRTLE BEACH, SC 7,9207.9k $1.4m $1.4m 0.56% Reduced -458 -458
82 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,8347.8k $1.4m $1.4m 0.01% Added +542 +542
83 Genesis Financial Group, LLC 0.92% of their portfolio PARAMUS, NJ 7,8157.8k $1.4m $1.4m 0.92% Added +1.4k +1,391
84 FIG FINANCIAL ADVISORY SERVICES INC /ADV 0.77% of their portfolio OKLAHOMA CITY, OK 7,2657.3k $1.3m $1.3m 0.77% Reduced -3.3k -3,298
85 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 7,2157.2k $1.3m $1.3m 0.00% Added +792 +792
86 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 6,5196.5k $1.2m $1.2m 0.01% Reduced -291 -291
87 Wellspring Financial Advisors, LLC 0.07% of their portfolio CLEVELAND, OH 6,2096.2k $1.1m $1.1m 0.07% New
88 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 6,1176.1k $1.1m $1.1m 0.01% Reduced -1.9k -1,939
89 Blue Trust, Inc. 0.01% of their portfolio BRENTWOOD, TN 5,9596.0k $1.1m $1.1m 0.01% Reduced -1.6k -1,581
90 RWA WEALTH PARTNERS, LLC 0.01% of their portfolio BOSTON, MA 5,4055.4k $979.1k $979.1k 0.01% Reduced -820 -820
91 Zhang Financial LLC 0.03% of their portfolio PORTAGE, MI 5,1455.1k $932.0k $932.0k 0.03% Unchanged
92 PFG Advisors 0.05% of their portfolio Phoenix, AZ 5,0815.1k $920.4k $920.4k 0.05% Reduced -41.7k -41,673
93 Pines Wealth Management, LLC 0.26% of their portfolio SOUTHERN PINES, NC 5,0745.1k $919.2k $919.2k 0.26% Added +192 +192
94 Laurel Wealth Planning LLC 0.41% of their portfolio EDINA, MN 5,0625.1k $917.0k $917.0k 0.41% Reduced -8 -8
95 Tactive Advisors, LLC 0.23% of their portfolio Jacksonville, FL 5,0575.1k $916.1k $916.1k 0.23% Reduced -8 -8
96 Centurion Wealth Management LLC 0.21% of their portfolio Mclean, VA 4,9414.9k $895.1k $895.1k 0.21% Reduced -21.0k -20,958
97 AMARA FINANCIAL, LLC. 0.51% of their portfolio SAN FRANCISCO, CA 4,6844.7k $848.5k $848.5k 0.51% Reduced -54 -54
98 Hobbs Group Advisors, LLC 0.22% of their portfolio COLUMBIA, SC 4,6744.7k $846.7k $846.7k 0.22% Added +69 +69
99 Mayflower Financial Advisors, LLC 0.07% of their portfolio BOSTON, MA 4,4984.5k $814.8k $814.8k 0.07% New
100 EFG International AG 0.01% of their portfolio Zurich, V8 4,3904.4k $795.2k $795.2k 0.01% Reduced -130 -130