Berbice Capital Management’s GraniteShares Platinum Shares PLTM Stock Holding History

Berbice Capital Management’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
2026 Q2	–	Sell	-400	Closed	-$7.56K	–	136
2026 Q1	$7.56K	Buy	+400	New	+$8.46K	﹤0.01%	144

Other funds holding PLTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Berbice Capital Management's PLTM Position: Q2 2026 in Review

Berbice Capital Management sold out of GraniteShares Platinum Shares (PLTM) in Q2 2026, closing a stake of 400 shares — an estimated $7.56K sold.

Berbice Capital Management first reported a position in PLTM in Q1 2026 and held it in 1 quarter. The position peaked at $7.56K in Q1 2026. 49 funds tracked by Wall St. Rank hold PLTM as of Q2 2026.

Berbice Capital Management reported no remaining GraniteShares Platinum Shares position as of Q2 2026 after selling out during the quarter.
Berbice Capital Management sold 400 GraniteShares Platinum Shares shares in Q2 2026, an estimated $7.56K.
Berbice Capital Management first reported a position in GraniteShares Platinum Shares in Q1 2026 and held it in 1 quarter.
Berbice Capital Management's GraniteShares Platinum Shares position peaked at $7.56K in Q1 2026.
49 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.