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 Q3	–	Sell	-14,216	Closed	-$212K	–	2492
2026 Q2	$212K	Sell	14,216 -924	-6%	-$17K	﹤0.01%	1912
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

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Concurrent Investment Advisors's PLTM Position: Q3 2026 in Review

Concurrent Investment Advisors sold out of GraniteShares Platinum Shares (PLTM) in Q3 2026, closing a stake of 14,216 shares — an estimated $212K sold.

Concurrent Investment Advisors first reported a position in PLTM in Q3 2025 and held it in 4 quarters. The position peaked at $315K in Q4 2025. 7 funds tracked by Wall St. Rank hold PLTM as of Q3 2026.

Concurrent Investment Advisors reported no remaining GraniteShares Platinum Shares position as of Q3 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 14,216 GraniteShares Platinum Shares shares in Q3 2026, an estimated $212K.
Concurrent Investment Advisors first reported a position in GraniteShares Platinum Shares in Q3 2025 and held it in 4 quarters.
Concurrent Investment Advisors's GraniteShares Platinum Shares position peaked at $315K in Q4 2025.
7 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.