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 Q3	$1.02M	Hold	66,240	–	–	0.23%	16
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Corecam Pte Ltd Singapore $240M AUM 15.96% 1-Year Est. Return

Accordant Advisory Group Annapolis, Maryland $159M AUM 14.83% 1-Year Est. Return

Corecam AG Zurich $105M AUM 13.67% 1-Year Est. Return

Polunin Capital Partners London, United Kingdom $497M AUM 11.85% 1-Year Est. Return

McAlvany Wealth Management Durango, Colorado $165M AUM 27.03% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

HAM

Hedges Asset Management Reno, Nevada $144M AUM

Briaud Financial Planning's PPLT Position: Q3 2026 in Review

Briaud Financial Planning held its abrdn Physical Platinum Shares ETF (PPLT) position steady in Q3 2026 at 66,240 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #16.

Briaud Financial Planning first reported a position in PPLT in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.23M in Q4 2025. 70 funds tracked by Wall St. Rank hold PPLT as of Q3 2026.

Briaud Financial Planning held 66,240 shares of abrdn Physical Platinum Shares ETF worth $1.02M as of Q3 2026.
Briaud Financial Planning left its abrdn Physical Platinum Shares ETF share count unchanged in Q3 2026.
abrdn Physical Platinum Shares ETF made up 0.23% of Briaud Financial Planning's portfolio in Q3 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 20 quarters since.
Briaud Financial Planning's abrdn Physical Platinum Shares ETF position peaked at $1.23M in Q4 2025.
70 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.