Number of Shares
77,617.00
Current Holdings Value*
$10.05 Mil
% of Portfolio
3.01%
Total Estimate Gain
$4.62 Mil
% of Total Estimate Gain
66.25%

Peak Financial Management, Inc.'s abrdn Physical Precious Metals Basket Shares ETF Holding Summary

As of 2025-03-31, Peak Financial Management, Inc. held 77,617.00 shares of abrdn Physical Precious Metals Basket Shares ETF(GLTR), totaling $10.05 Mil. This investment constitutes 3.01% of their stock portfolio, and Peak Financial Management, Inc. now holds 0.77% of the outstanding abrdn Physical Precious Metals Basket Shares ETF(GLTR) stock.

The initial trade took place in 2020Q2. And since then Peak Financial Management, Inc. has made 15 purchases of GLTR, at an average price of $83.45, for a total of 83,633.00 shares. In addition, there have been 5 sales at an average price of $89.84 for 6,016.00 shares. Based on historical transaction data and GLTR's current price of $142.53, Peak Financial Management, Inc.'s estimated gain on his GLTR holdings is $4.62 Mil, reflecting a 66.25% gain to date.

Peak Financial Management, Inc. GLTR ($142.53) Holding Chart

Peak Financial Management, Inc. GLTR ($142.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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