BCWM
PPLT

Ball & Co Wealth Management’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Ball & Co Wealth Management’s Portfolio PPLT Stock Details PPLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,380
Closed -$34K – 81
2025
Q3 		$34K Buy
+2,380
New +$30.1K 0.02% 52

Other funds holding PPLT

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ball & Co Wealth Management's PPLT Position: Q4 2025 in Review

Ball & Co Wealth Management sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2025, closing a stake of 2,380 shares — an estimated $34K sold.

Ball & Co Wealth Management first reported a position in PPLT in Q3 2025 and held it in 1 quarter. The position peaked at $34K in Q3 2025. 244 funds tracked by Wall St. Rank hold PPLT as of Q4 2025.

  • Ball & Co Wealth Management reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2025 after selling out during the quarter.
  • Ball & Co Wealth Management sold 2,380 abrdn Physical Platinum Shares ETF shares in Q4 2025, an estimated $34K.
  • Ball & Co Wealth Management first reported a position in abrdn Physical Platinum Shares ETF in Q3 2025 and held it in 1 quarter.
  • Ball & Co Wealth Management's abrdn Physical Platinum Shares ETF position peaked at $34K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2025.

Based on Ball & Co Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.