PALL — ABERDEEN STD PALLADIUM ETF T PHYSCL PALLADM ADDED

Ownership history in ASSETMARK, INC  ·  6 quarters on record

This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in ABERDEEN STD PALLADIUM ETF T PHYSCL PALLADM ADDED (PALL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 158 +133 +532.0% 0.00% $18K $114.17
2025 Q2 ADDED 25 +19 +316.7% 0.00% $3K $100.61
2022 Q2 REDUCED 6 -54 -90.0% 0.00% $1K $178.59
2021 Q2 ADDED 60 +36 +150.0% 0.00% $16K $259.66
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% of Fund (quarterly)    PALL price (monthly, adj. close)

Other funds also holding PALL

As of 2025 Q4 — sorted by position size

Copley Financial Group, Inc. 1.41% Anthracite Investment Company, Inc. 0.96% Black Swift Group, LLC 3Y 0.92% Alhambra Investment Management LLC 3Y 0.6% Fortis Group Advisors, LLC 3Y 0.49% PRIMORIS WEALTH ADVISORS, LLC 3Y 0.43% Manatuck Hill Partners, LLC 3Y 7Y 0.3% BASSO CAPITAL MANAGEMENT, L.P. 3Y 7Y 0.23% Kellett Wealth Advisors, LLC 3Y 0.22% Gradient Investments LLC 3Y 7Y 0.22%
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