SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionPosition in GLTR — abrdn Precious Metals Basket ETF Trust
CIK 1766995
EAGLE, ID
Position in GLTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$23,438,998
-$4,642,244 QoQ
Shares Held
129,390
+0.8% QoQ
Ownership
0.951%
of shares outstanding
% of Portfolio
27.63%
of 13F equity value
Holder Rank
#3
of 101 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $23,438,998 | 129,390 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $28,081,242 | 128,389 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $28,883,716 | 140,485 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $25,025,967 | 151,260 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $20,950,447 | 151,650 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $19,259,180 | 148,754 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,062,971 | 146,293 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $16,468,060 | 145,362 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $14,377,758 | 139,617 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $12,881,613 | 134,886 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $12,114,488 | 133,097 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,155,176 | 132,563 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $10,971,929 | 126,463 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $11,352,270 | 124,463 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,004,644 | 89,708 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,516,134 | 104,969 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,942,413 | 104,798 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $9,640,955 | 100,343 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,090,356 | 101,625 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,838,463 | 90,660 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,024,832 | 83,202 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,692,536 | 83,010 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,216,522 | 72,931 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,828,355 | 72,673 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $6,065,530 | 72,615 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,333,827 | 71,023 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||