LWM
PPLT

Laidlaw Wealth Management’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Laidlaw 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
-16,940
Closed -$242K – 62
2025
Q3 		$242K Buy
+16,940
New +$214K 0.58% 46

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

Laidlaw Wealth Management's PPLT Position: Q4 2025 in Review

Laidlaw Wealth Management sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2025, closing a stake of 16,940 shares — an estimated $242K sold.

Laidlaw Wealth Management first reported a position in PPLT in Q3 2025 and held it in 1 quarter. The position peaked at $242K in Q3 2025. 244 funds tracked by Wall St. Rank hold PPLT as of Q4 2025.

  • Laidlaw Wealth Management reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 16,940 abrdn Physical Platinum Shares ETF shares in Q4 2025, an estimated $242K.
  • Laidlaw Wealth Management first reported a position in abrdn Physical Platinum Shares ETF in Q3 2025 and held it in 1 quarter.
  • Laidlaw Wealth Management's abrdn Physical Platinum Shares ETF position peaked at $242K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2025.

Based on Laidlaw Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.