Costello Asset Management’s GraniteShares Platinum Shares PLTM Stock Holding History

Costello Asset 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	$32.9K	Hold	2,204	–	–	0.01%	322
2026 Q1	$41.7K	Hold	2,204	–	–	0.01%	259
2025 Q4	$43.5K	Buy	2,204 +100	+5%	+$1.63K	0.01%	249
2025 Q3	$31.8K	Hold	2,104	–	–	0.01%	306
2025 Q2	$27.4K	Hold	2,104	–	–	0.01%	323
2025 Q1	$20.4K	Buy	+2,104	New	+$19.7K	0.01%	342

Other funds holding PLTM

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Costello Asset Management's PLTM Position: Q2 2026 in Review

Costello Asset Management held its GraniteShares Platinum Shares (PLTM) position steady in Q2 2026 at 2,204 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #322.

Costello Asset Management first reported a position in PLTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $43.5K in Q4 2025. 51 funds tracked by Wall St. Rank hold PLTM as of Q2 2026.

Costello Asset Management held 2,204 shares of GraniteShares Platinum Shares worth $32.9K as of Q2 2026.
Costello Asset Management left its GraniteShares Platinum Shares share count unchanged in Q2 2026.
GraniteShares Platinum Shares made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #322 holding.
Costello Asset Management first reported a position in GraniteShares Platinum Shares in Q1 2025 and has held it in 6 quarters since.
Costello Asset Management's GraniteShares Platinum Shares position peaked at $43.5K in Q4 2025.
51 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.