Allworth Financial’s GraniteShares Platinum Shares PLTM Stock Holding History

Allworth Financial’s Portfolio PLTM Stock Details PLTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-500	Closed	-$7.55K	–	5224
2025 Q3	$7.55K	Hold	500	–	–	﹤0.01%	3307
2025 Q2	$6.5K	Hold	500	–	–	﹤0.01%	3123
2025 Q1	$4.7K	Hold	500	–	–	﹤0.01%	2790
2024 Q4	$4.59K	Buy	+500	New	+$4.68K	﹤0.01%	2804
2023 Q2	–	Sell	-310	Closed	-$3K	–	3349
2023 Q1	$3K	Hold	310	–	–	﹤0.01%	2238
2022 Q4	$3.25K	Hold	310	–	–	﹤0.01%	2062
2022 Q3	$3K	Hold	310	–	–	﹤0.01%	2053
2022 Q2	$3K	Buy	+310	New	+$2.91K	﹤0.01%	1923

Other funds holding PLTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAA

Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Allworth Financial's PLTM Position: Q4 2025 in Review

Allworth Financial sold out of GraniteShares Platinum Shares (PLTM) in Q4 2025, closing a stake of 500 shares — an estimated $7.55K sold.

Allworth Financial first reported a position in PLTM in Q2 2022 and held it in 8 quarters. The position peaked at $7.55K in Q3 2025. 48 funds tracked by Wall St. Rank hold PLTM as of Q4 2025.

Allworth Financial reported no remaining GraniteShares Platinum Shares position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 500 GraniteShares Platinum Shares shares in Q4 2025, an estimated $7.55K.
Allworth Financial first reported a position in GraniteShares Platinum Shares in Q2 2022 and held it in 8 quarters.
Allworth Financial's GraniteShares Platinum Shares position peaked at $7.55K in Q3 2025.
48 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.