Briaud Financial Planning’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Briaud Financial Planning’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
2026 Q2	$936K	Sell	66,240 -260	-0.4%	-$4.52K	0.25%	16
2026 Q1	$1.19M	Buy	66,500 +260	+0.4%	+$5.2K	0.31%	12
2025 Q4	$1.23M	Hold	66,240	–	–	0.3%	11
2025 Q3	$946K	Hold	66,240	–	–	0.31%	12
2025 Q2	$813K	Sell	66,240 -23,310	-26%	-$228K	0.32%	12
2025 Q1	$818K	Hold	89,550	–	–	0.33%	12
2024 Q4	$743K	Sell	89,550 -1,250	-1%	-$11.1K	0.3%	12
2024 Q3	$815K	Hold	90,800	–	–	0.42%	10
2024 Q2	$830K	Hold	90,800	–	–	0.48%	10
2024 Q1	$759K	Buy	+90,800	New	+$759K	0.43%	11
2023 Q4	–	Sell	-92,420	Closed	-$772K	–	125
2023 Q3	$772K	Hold	92,420	–	–	0.63%	13
2023 Q2	$773K	Sell	92,420 -7,240	-7%	-$68.7K	0.73%	12
2023 Q1	$916K	Hold	99,660	–	–	0.87%	10
2022 Q4	$989K	Hold	99,660	–	–	0.8%	9
2022 Q3	$874K	Hold	99,660	–	–	0.78%	8
2022 Q2	$828K	Buy	99,660 +46,660	+88%	+$416K	0.54%	10
2022 Q1	$486K	Buy	+53,000	New	+$508K	0.28%	14
2021 Q3	–	Sell	-21,080	Closed	-$211K	–	20
2021 Q2	$211K	Hold	21,080	–	–	0.14%	18
2021 Q1	$235K	Buy	+21,080	New	+$229K	0.17%	19

Other funds holding PPLT

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Corecam AG Zurich $117M AUM

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

MWM

McAlvany Wealth Management Durango, Colorado $134M AUM

Briaud Financial Planning's PPLT Position: Q2 2026 in Review

Briaud Financial Planning reduced its abrdn Physical Platinum Shares ETF (PPLT) stake by 0.39% in Q2 2026, selling an estimated $4.52K and leaving 66,240 shares worth $936K. The position accounts for 0.25% of the portfolio, ranked #16.

Briaud Financial Planning first reported a position in PPLT in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q4 2025. 90 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

Briaud Financial Planning held 66,240 shares of abrdn Physical Platinum Shares ETF worth $936K as of Q2 2026.
Briaud Financial Planning sold 260 abrdn Physical Platinum Shares ETF shares in Q2 2026, an estimated $4.52K.
abrdn Physical Platinum Shares ETF made up 0.25% of Briaud Financial Planning's portfolio in Q2 2026, its #16 holding.
Briaud Financial Planning first reported a position in abrdn Physical Platinum Shares ETF in Q1 2021 and has held it in 19 quarters since.
Briaud Financial Planning's abrdn Physical Platinum Shares ETF position peaked at $1.23M in Q4 2025.
90 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.