LWM
SPPP

Lodestone Wealth Management’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Lodestone Wealth Management’s Portfolio SPPP Stock Details SPPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,000
Closed -$15.5K – 795
2026
Q1 		$15.5K Buy
+1,000
New +$17.7K 0.01% 450

Other funds holding SPPP

IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
CWGL
Cedrus Wealth Group LLC Andover, Minnesota $115M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lodestone Wealth Management's SPPP Position: Q2 2026 in Review

Lodestone Wealth Management sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q2 2026, closing a stake of 1,000 shares — an estimated $15.5K sold.

Lodestone Wealth Management first reported a position in SPPP in Q1 2026 and held it in 1 quarter. The position peaked at $15.5K in Q1 2026. 79 funds tracked by Wall St. Rank hold SPPP as of Q2 2026.

  • Lodestone Wealth Management reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q2 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 1,000 Sprott Physical Platinum and Palladium Trust shares in Q2 2026, an estimated $15.5K.
  • Lodestone Wealth Management first reported a position in Sprott Physical Platinum and Palladium Trust in Q1 2026 and held it in 1 quarter.
  • Lodestone Wealth Management's Sprott Physical Platinum and Palladium Trust position peaked at $15.5K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.