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Concurrent Investment Advisors’s GraniteShares Platinum Shares PLTM Stock Holding History

Concurrent Investment Advisors’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
Q1 		$286K Sell
15,140
-832
-5% -$17.6K ﹤0.01% 1534
2025
Q4 		$315K Buy
15,972
+5,968
+60% +$97.3K ﹤0.01% 1367
2025
Q3 		$151K Buy
+10,004
New +$134K ﹤0.01% 1391

Other funds holding PLTM

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Concurrent Investment Advisors's PLTM Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its GraniteShares Platinum Shares (PLTM) stake by 5.2% in Q1 2026, selling an estimated $17.6K and leaving 15,140 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Concurrent Investment Advisors first reported a position in PLTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $315K in Q4 2025. 53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

  • Concurrent Investment Advisors held 15,140 shares of GraniteShares Platinum Shares worth $286K as of Q1 2026.
  • Concurrent Investment Advisors sold 832 GraniteShares Platinum Shares shares in Q1 2026, an estimated $17.6K.
  • GraniteShares Platinum Shares made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1534 holding.
  • Concurrent Investment Advisors first reported a position in GraniteShares Platinum Shares in Q3 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's GraniteShares Platinum Shares position peaked at $315K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.