Peak Financial Management, Inc.
Position in GLTR — abrdn Precious Metals Basket ETF Trust
CIK 1669662
WELLESLEY, MA
Position in GLTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,372,778
-$2,156,585 QoQ
Shares Held
62,781
+1.5% QoQ
Ownership
0.462%
of shares outstanding
% of Portfolio
25.04%
of 13F equity value
Holder Rank
#7
of 84 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GLTR Over Time
Shares Held
Position Value (USD)
All Filings in GLTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,372,778 | 62,781 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,529,363 | 61,857 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,883,795 | 72,392 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,245,119 | 74,011 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $10,351,717 | 74,931 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $10,049,072 | 77,617 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,516,637 | 77,565 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,840,585 | 78,035 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,065,805 | 78,324 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $7,497,705 | 78,510 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,999,711 | 76,903 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,679,322 | 79,374 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $6,569,033 | 75,715 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,770,244 | 74,227 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,469,085 | 72,499 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $6,092,781 | 75,099 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $6,163,471 | 72,231 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $6,612,417 | 68,822 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $5,997,711 | 67,051 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $5,730,655 | 66,281 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $6,186,495 | 64,142 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,669,365 | 61,178 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,943,530 | 60,066 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $5,436,901 | 57,864 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,785,350 | 57,289 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,970,418 | 66,184 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||