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Carolina Wealth Advisors, LLC → GLTR

Carolina Wealth Advisors, LLC GLTR Position History

abrdn Physical Precious Metals Basket Shares ETF • Financial Services

Quarters held
4
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.4M
Q1 2026$1.8M
Q2 2026$1.4M
Q3 2026$1.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.8M9.6K——
Q2 2026$1.4M7.9K——
Q1 2026$1.8M8.4K——
Q4 2025$1.4M6.9K——

Other funds holding GLTR

Other Carolina Wealth Advisors, LLC positions

LEO

BNY MELLON US LARGE CAP CORE EQUITY ETF

$19M
LEO

BNY MELLON US LARGE CAP CORE EQUITY ETF

$16.9M
LEO

BNY MELLON US LARGE CAP CORE EQUITY ETF

$14M
SCHW-PJ

SCHWAB US TIPS ETF

$12.7M
SCHW-PJ

SCHWAB US TIPS ETF

$12.5M
SCHW-PJ

SCHWAB US TIPS ETF

$12.4M
SCHW-PJ

SCHWAB US TIPS ETF

$12M
LEO

BNY MELLON US LARGE CAP CORE EQUITY ETF

$10.4M
Carolina Wealth Advisors, LLC GLTR Holdings: 13F Position History | Track13F