Abrdn Physical Palladium SHSPALLETF

13F holders, Q4 2024 (December 31)
69holders +16
19new positions
4sold out
2famous investors
$83.53avg. 13F price*

At the end of Q4 2024, 69 institutions reported holding Abrdn Physical Palladium SHS (PALL) in their 13F filings, up 16 from Q3 2024. 19 opened new positions and 4 sold out. The largest holders were KGH Ltd ($12.5M), Trek Financial, LLC ($7.9M) and Morgan Stanley ($7.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Abrdn Physical Palladium SHS
CUSIP
003262102
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 61Q1 2024Q2 2024: 62Q2 2024Q3 2024: 53Q3 2024Q4 2024: 69Q4 2024Q1 2025: 76Q1 2025Q2 2025: 92Q2 2025Q3 2025: 98Q3 2025Q4 2025: 135Q4 2025Q1 2026: 124Q1 2026Q2 2026: 111Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions19$9.6M
Exits4$2.3M

All 13F filers, Q3 2024 → Q4 2024: 243,963 shares bought and 47,487 shares sold, net +196,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 69 holders

KGH Ltd 0.97% No change 150,000 $12.5M
Trek Financial, LLC 0.59% Add +11.6% 94,462 $7.9M
Morgan Stanley 0.00% Add +17.3% 93,612 $7.8M
Jane Street Group, LLC 0.01% Add +332.7% 48,688 $4.1M
JPMorgan Chase & Co. 0.00% Add +243.3% 45,894 $3.8M
Evergreen Capital Management LLC 0.12% Add +2.7% 44,609 $3.7M
Gradient Investments LLC 0.06% New 37,937 $3.2M
LPL Financial LLC 0.00% Add +90.6% 37,432 $3.1M
Bank of America Corp. 0.00% Reduce -23.2% 27,539 $2.3M
Arvest Investments, Inc. 0.29% Reduce -3.9% 21,511 $1.8M
UBS Group AG 0.00% Add +42.0% 20,805 $1.7M
Raymond James Financial Inc. 0.00% — 20,223 $1.7M
Wells Fargo & Company 0.00% Add +4.9% 18,312 $1.5M
Citadel Advisors 0.00% New 18,148 $1.5M
Anthracite Investment Company, Inc. 0.67% New 16,000 $1.3M
Envestnet Asset Management Inc. 0.00% Add +25.8% 15,672 $1.3M
SG Americas Securities, LLC 0.01% No change 13,777 $1.2M
Royal Bank of Canada 0.00% Add +30.8% 13,036 $1.1M
Private Wealth Advisors, LLC 0.43% Reduce -48.4% 11,941 $997K
Copley Financial Group, Inc. 0.64% New 9,968 $833K
Renaissance Technologies 0.00% New 8,864 $740K
Osaic Holdings, Inc. 0.00% Add +2.7% 8,808 $736K
Cambridge Investment Research Advisors, Inc. 0.00% New 6,196 $517K
National Bank of Canada 0.00% Reduce -2.1% 5,468 $457K
AMG National Trust Bank 0.01% Reduce -20.4% 4,565 $378K
Wealth Enhancement Advisory Services, LLC 0.00% Add +36.9% 4,397 $367K
Commonwealth Equity Services, LLC 0.00% Reduce -4.1% 4,357 $364K
HRT Financial LP 0.00% New 4,167 $348K
Mutual Advisors, LLC 0.01% No change 3,563 $307K
Marex Group Ltd 0.01% New 3,622 $303K
SMART Wealth LLC 0.10% New 3,371 $282K
Cetera Investment Advisers 0.00% Reduce -7.1% 3,312 $277K
Linden Thomas Advisory Services, LLC 0.03% Add +17.2% 3,178 $265K
Captrust Financial Advisors 0.00% New 2,830 $236K
Valeo Financial Advisors, LLC 0.01% No change 2,550 $213K
IHT Wealth Management, LLC 0.01% New 2,472 $206K
BNP Paribas Financial Markets 0.00% New 1,455 $122K
Smithfield Trust Co 0.01% No change 1,200 $101K
Heritage Wealth Advisors 0.00% No change 1,125 $94K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 1,000 $83K
Steward Partners Investment Advisory, LLC 0.00% No change 925 $77K
IFP Advisors, Inc 0.00% No change 800 $67K
Larson Financial Group LLC 0.00% Add +516.3% 604 $50K
US Bancorp \de 0.00% No change 490 $41K
BlackRock, Inc. 0.00% New 300 $25K
AdvisorNet Financial, Inc 0.00% Reduce -39.9% 173 $14K
Capital Analysts, LLC 0.00% No change 162 $14K
WASHINGTON TRUST Co 0.00% No change 150 $13K
Geneos Wealth Management Inc. 0.00% No change 150 $13K
MAI Capital Management 0.00% New 126 $11K
Spire Wealth Management 0.00% No change 119 $10K
Main Street Group, LTD 0.00% Add +1000.0% 110 $9K
Blue Trust, Inc. 0.00% No change 100 $8K
CIBC Private Wealth Group LLC 0.00% Reduce -55.0% 90 $8K
Valley National Advisers Inc. 0.00% No change 93 $7K
Centricity Wealth Management, LLC 0.01% — 80 $7K
Jones Financial Companies LLLP 0.00% Add +700.0% 80 $7K
SJS Investment Consulting Inc. 0.00% No change 75 $6K
Hilltop National Bank 0.00% No change 60 $5K
Tradewinds Capital Management, LLC 0.00% New 40 $3K
Ancora Advisors LLC 0.00% No change 33 $3K
Legend Financial Advisors, Inc. 0.00% New 19 $2K
Sandy Spring Bank 0.00% No change 14 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 13 $1K
Toth Financial Advisory Corp. 0.00% New 12 $1K
Spectrum Wealth Counsel, LLC 0.00% No change 10 $836
CoreCap Advisors, LLC 0.00% New 5 $418
Tower Research Capital LLC (TRC) 0.00% Reduce -60.0% 2 $167
FMR LLC 0.00% New 1 $84

"% of holder's portfolio" is PALL's weight in each manager's 13F, not the share of Abrdn Physical Palladium SHS the manager owns.