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WJ Wealth Management, LLC → GLTR

WJ Wealth Management, LLC GLTR Position History

abrdn Physical Precious Metals Basket Shares ETF • Financial Services

Quarters held
6
Latest value
$1.8M
Q3 2026
Peak value
$10M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10M
Q3 2025$7.7M
Q4 2025$9.8M
Q1 2026$8.5M
Q2 2026$5.1M
Q3 2026$1.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.8M9.9K——
Q2 2026$5.1M27.9K——
Q1 2026$8.5M38.8K——
Q4 2025$9.8M47.4K——
Q3 2025$7.7M45.0K——
Q3 2025$10M60.4K——

Other funds holding GLTR

Other WJ Wealth Management, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$26.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$22M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$22M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$21.2M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$20.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$19.9M
ETHA

BLACKROCK ETF TRUST II

$19.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$18.7M
WJ Wealth Management, LLC GLTR Holdings: 13F Position History | Track13F