Palladium in the IRA - anyone still holding or looking at it?

• •Curious if anyone here is still holding palladium in their IRA, or thinking about adding it with how things have been moving.
• •I got into a decent chunk of palladium a few years back, maybe 3-4% of my total metals allocation in my self-directed IRA.
• •This was back when it was really making a run and felt like a no-brainer to diversify a bit from the pure gold/silver plays I usually stick with.

Curious if anyone here is still holding palladium in their IRA, or thinking about adding it with how things have been moving. I got into a decent chunk of palladium a few years back, maybe 3-4% of my total metals allocation in my self-directed IRA. This was back when it was really making a run and felt like a no-brainer to diversify a bit from the pure gold/silver plays I usually stick with.

My thinking at the time was pretty straightforward: automotive industry demand wasn't going anywhere, and supply constraints from Russia and South Africa felt like they'd keep a floor under it. For someone like me who's used to parsing commodity cycles in the markets here in Greenwich, it seemed like a solid, albeit smaller, bet. Now, seeing the slump, especially compared to gold's steady climb, I'm starting to re-evaluate.

Did anyone else get caught in that run-up, or even add more recently? I'm sitting on a decent paper loss on that segment, probably around 20-25% from my entry point, which isn't ideal for something meant to be a long-term hedge. My overall metals position is healthy, thankfully, with gold making up the bulk and still performing, but the palladium is a bit of a sore spot.

I'm torn between holding for a potential rebound – maybe electrification isn't going to kill catalytic converters as fast as some predict, or other industrial uses will pick up – versus cutting losses and reallocating into more physical gold or even some platinum. What's the general sentiment here on palladium's future in an IRA context over the next 5-10 years? Am I just being impatient, or is this a good opportunity to admit a misstep and move on? Would love to hear some other perspectives.