NWM
PPLT

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

Napa 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
Q2 		– Sell
-56,360
Closed -$515K – 166
2025
Q1 		$515K Buy
+56,360
New +$499K 0.29% 93

Other funds holding PPLT

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return

Napa Wealth Management's PPLT Position: Q2 2025 in Review

Napa Wealth Management sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q2 2025, closing a stake of 56,360 shares — an estimated $515K sold.

Napa Wealth Management first reported a position in PPLT in Q1 2025 and held it in 1 quarter. The position peaked at $515K in Q1 2025. 166 funds tracked by Wall St. Rank hold PPLT as of Q2 2025.

  • Napa Wealth Management reported no remaining abrdn Physical Platinum Shares ETF position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 56,360 abrdn Physical Platinum Shares ETF shares in Q2 2025, an estimated $515K.
  • Napa Wealth Management first reported a position in abrdn Physical Platinum Shares ETF in Q1 2025 and held it in 1 quarter.
  • Napa Wealth Management's abrdn Physical Platinum Shares ETF position peaked at $515K in Q1 2025.
  • 166 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.