Gradient Investments LLC PALL ABERDEEN STD PALLADIUM ETF T

Ownership history in Gradient Investments LLC  ·  18 quarters on record

AI Ownership Summary

Gradient Investments LLC reported ABERDEEN STD PALLADIUM ETF T (PALL) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.25% in 2026 Q1. The latest visible filing shows PALL at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PALL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gradient Investments LLC's position in ABERDEEN STD PALLADIUM ETF T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PALL was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gradient Investments LLC held PALL — position size vs. price
% of Fund (quarterly)    PALL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 120,330 +24,522 +25.6% 0.25% $16.2M 2026-04-13 $28.67
2025 Q4 ADDED 95,808 +16,676 +21.1% 0.22% $13.9M 2026-01-08 $32.40
2025 Q3 ADDED 79,132 +38,003 +92.4% 0.15% $9.0M 2025-10-06 $24.27
2025 Q2 ADDED 41,129 +3,719 +9.9% 0.08% $4.1M 2025-07-08 $20.24
2025 Q1 REDUCED 37,410 -527 -1.4% 0.07% $3.4M 2025-04-09 $16.80
2024 Q4 ADDED 37,937 +37,915 +172340.9% 0.06% $3.2M 2025-01-21 $17.51
2023 Q4 UNCHANGED 22 0% 0.00% $2K 2024-01-18 $17.37
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Gradient Investments LLC and PALL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gradient Investments LLC reported owning PALL?

Gradient Investments LLC reported PALL across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PALL position in Gradient Investments LLC's portfolio?

The largest reported portfolio weight for PALL was 0.25% in 2026 Q1.

What is the latest reported PALL position on this page?

The most recent filing on this page is 2026 Q1, when Gradient Investments LLC reported 120,330 shares, equal to 0.25% of portfolio, with an estimated market value of $16.2M.

What does the chart on this PALL ownership page compare?

The chart compares Gradient Investments LLC's quarterly PALL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Gradient Investments LLC time their PALL position?

Based on 13F filing dates vs. subsequent PALL price moves, Gradient Investments LLC correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on PALL relative to SPY over the holding period was -13.7%.

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