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

McAlvany 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
2026 Q2	$1.75M	Buy	123,987 +1,067	+0.9%	+$18.5K	1.31%	28
2026 Q1	$2.12M	Buy	122,920 +3,070	+3%	+$61.4K	1.43%	29
2025 Q4	$2.23M	Buy	+119,850	New	+$1.85M	1.71%	20

Other funds holding PPLT

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

McAlvany Wealth Management's PPLT Position: Q2 2026 in Review

McAlvany Wealth Management increased its abrdn Physical Platinum Shares ETF (PPLT) stake by 0.87% in Q2 2026, buying an estimated $18.5K and bringing the position to 123,987 shares worth $1.75M. The position accounts for 1.31% of the portfolio, ranked #28.

McAlvany Wealth Management first reported a position in PPLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.23M in Q4 2025. 236 funds tracked by Wall St. Rank hold PPLT as of Q2 2026.

McAlvany Wealth Management held 123,987 shares of abrdn Physical Platinum Shares ETF worth $1.75M as of Q2 2026.
McAlvany Wealth Management bought 1,067 abrdn Physical Platinum Shares ETF shares in Q2 2026, an estimated $18.5K.
abrdn Physical Platinum Shares ETF made up 1.31% of McAlvany Wealth Management's portfolio in Q2 2026, its #28 holding.
McAlvany Wealth Management first reported a position in abrdn Physical Platinum Shares ETF in Q4 2025 and has held it in 3 quarters since.
McAlvany Wealth Management's abrdn Physical Platinum Shares ETF position peaked at $2.23M in Q4 2025.
236 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2026.

Based on McAlvany Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.