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Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf shares owned by Sontag Advisory

Quarter-by-quarter ownership of Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf (GLTR) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf

Tip: Access up to 7 years of quarterly data

All positions including Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 1.6k 165.45
2025-06-30 $353k 2.6k 138.15
2025-03-31 $330k 2.6k 129.47
2024-12-31 $280k 2.6k 109.80
2024-09-30 $289k 2.6k 113.29

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iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
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iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf

Morgan Stanley
Wells Fargo & Company
Cape Cod Five Cents Savings Bank
LPL Financial
Northwestern Mutual Wealth Management Company
Colony
Wealth Enhancement Advisory Services
Cullen Frost Bankers
Sequoia Financial Advisors
Summit Wealth & Retirement Planning
Rockefeller Capital Management
Wealthfront Advisers
Ameriprise Financial
Paul R. Ried Financial Group
Commonwealth Equity Services

View all funds holding Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf