WOC
PPLT

West Oak Capital’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

West Oak Capital’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
Q3 		– Sell
-2,700
Closed -$332 – 300
2025
Q2 		$332 Buy
+2,700
New +$26.4K 0.01% 188

Other funds holding PPLT

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

West Oak Capital's PPLT Position: Q3 2025 in Review

West Oak Capital sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q3 2025, closing a stake of 2,700 shares — an estimated $332 sold.

West Oak Capital first reported a position in PPLT in Q2 2025 and held it in 1 quarter. The position peaked at $332 in Q2 2025. 188 funds tracked by Wall St. Rank hold PPLT as of Q3 2025.

  • West Oak Capital reported no remaining abrdn Physical Platinum Shares ETF position as of Q3 2025 after selling out during the quarter.
  • West Oak Capital sold 2,700 abrdn Physical Platinum Shares ETF shares in Q3 2025, an estimated $332.
  • West Oak Capital first reported a position in abrdn Physical Platinum Shares ETF in Q2 2025 and held it in 1 quarter.
  • West Oak Capital's abrdn Physical Platinum Shares ETF position peaked at $332 in Q2 2025.
  • 188 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.