13F Insight
DOSSIER · 13F Holders · Q2 2026
GLTR

ABRDN PRECIOUS METALS BASKET

266 institutions still hold ABRDN PRECIOUS METALS BASKET as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 003263100·266 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$819M
visible holders
Holders
266
filers reporting
Concentration
15.53%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

266 institutions reported GLTR in Q2 2026. MORGAN STANLEY leads at 15.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$127M702K0.01%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$103M567K0.02%Q2 202603
LPL Financial LLC
CIK 0001403438
$90M495K0.02%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$69M382K0.00%Q2 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$52M289K0.01%Q2 202606
Wealthfront Advisers LLC
CIK 0001763921
$42M229K0.08%Q2 202607
CAPE COD FIVE CENTS SAVINGS BANK
CIK 0001054646
$38M212K3.13%Q2 202608
Rockefeller Capital Management L.P.
CIK 0001739439
$38M210K0.06%Q2 202609
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$37M207K0.02%Q2 202610
Focus Partners Wealth
CIK 0001542153
$34M186K0.03%Q2 202611
CULLEN/FROST BANKERS, INC.
CIK 0000039263
$31M170K0.30%Q2 202612
Sequoia Financial Advisors, LLC
CIK 0001599900
$29M161K0.15%Q2 202613
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CIK 0001766995
$23M129K4.97%Q2 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$20M110K0.03%Q2 202615
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$15M68K0.03%Q1 202616
Paul R. Ried Financial Group, LLC
CIK 0002033053
$15M81K6.37%Q2 202617
Argos Wealth Advisors, LLC
CIK 0001809154
$14M80K3.83%Q2 202618
Larson Financial Group LLC
CIK 0001731061
$14M80K0.38%Q2 202619
Advance Capital Management, Inc.
CIK 0001536029
$13M74K0.43%Q2 202620
UBS Group AG
CIK 0001610520
$13M73K0.00%Q2 2026
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