SEC 13F Intelligence

Wj Wealth Management, LLC / GLTR

Wj Wealth Management, LLC’s Abrdn Precious Metals Basket Position

Does Wj Wealth Management, LLC own Abrdn Precious Metals Basket (GLTR)? Yes — 38.8K shares worth $8M (+3.97% of its 13F portfolio) as of Q1 2026, down from 47.4K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
38.8K
% of Portfolio
+3.97%
Quarters Held
4
currently held

Position History GLTR

Reported value by quarter
Q2 ’25: $7MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $10MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.8K$8M+3.97%
Q4 202547.4K$10M+4.27%
Q3 202545.0K$8M+3.41%
Q2 202550.3K$7M+2.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wj Wealth Management, LLC’s full portfolio or all institutional holders of GLTR.