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Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 16k 165.45
2025-06-30 $1.9M 14k 138.15
2025-03-31 $1.1M 8.6k 129.47
2024-12-31 $765k 7.0k 109.80

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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