Bank of Montreal
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Bank of Montreal’s GraniteShares Platinum Shares PLTM Stock Holding History

Bank of Montreal’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
2024
Q2 		– Sell
-124,500
Closed -$1.14M – 4160
2024
Q1 		$1.14M Buy
124,500
+24,729
+25% +$218K ﹤0.01% 1933
2023
Q4 		$977K Buy
+99,771
New +$888K ﹤0.01% 2061
2023
Q3 		– Sell
-118,500
Closed -$1.18M – 4130
2023
Q2 		$1.18M Buy
+118,500
New +$1.19M ﹤0.01% 2092
2023
Q1 		– Sell
-58,518
Closed -$614K – 4092
2022
Q4 		$614K Buy
+58,518
New +$557K ﹤0.01% 2487

Other funds holding PLTM

PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Bank of Montreal's PLTM Position: Q2 2024 in Review

Bank of Montreal sold out of GraniteShares Platinum Shares (PLTM) in Q2 2024, closing a stake of 124,500 shares — an estimated $1.14M sold.

Bank of Montreal first reported a position in PLTM in Q4 2022 and held it in 4 quarters. The position peaked at $1.18M in Q2 2023. 18 funds tracked by Wall St. Rank hold PLTM as of Q2 2024.

  • Bank of Montreal reported no remaining GraniteShares Platinum Shares position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 124,500 GraniteShares Platinum Shares shares in Q2 2024, an estimated $1.14M.
  • Bank of Montreal first reported a position in GraniteShares Platinum Shares in Q4 2022 and held it in 4 quarters.
  • Bank of Montreal's GraniteShares Platinum Shares position peaked at $1.18M in Q2 2023.
  • 18 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.