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

Envestnet 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	$1.21M	Sell	80,869 -2,706	-3%	-$49.8K	﹤0.01%	3512
2026 Q1	$1.58M	Sell	83,575 -116,161	-58%	-$2.46M	﹤0.01%	3169
2025 Q4	$3.94M	Buy	199,736 +95,358	+91%	+$1.55M	﹤0.01%	2341
2025 Q3	$1.58M	Sell	104,378 -7,306	-7%	-$97.8K	﹤0.01%	3040
2025 Q2	$1.45M	Buy	111,684 +8,038	+8%	+$83.2K	﹤0.01%	3033
2025 Q1	$1M	Buy	103,646 +73,616	+245%	+$690K	﹤0.01%	3205
2024 Q4	$264K	Sell	30,030 -5,038	-14%	-$47.1K	﹤0.01%	3955
2024 Q3	$333K	Buy	35,068 +7,387	+27%	+$69K	﹤0.01%	3762
2024 Q2	$268K	Sell	27,681 -443	-2%	-$4.21K	﹤0.01%	3792
2024 Q1	$249K	Sell	28,124 -238	-0.8%	-$2.1K	﹤0.01%	3829
2023 Q4	$274K	Buy	28,362 +402	+1%	+$3.58K	﹤0.01%	3669
2023 Q3	$246K	Buy	27,960 +3,193	+13%	+$29K	﹤0.01%	3640
2023 Q2	$219K	Buy	+24,767	New	+$248K	﹤0.01%	3653
2021 Q4	–	Sell	-13,401	Closed	-$127K	–	3929
2021 Q3	$127K	Sell	13,401 -359	-3%	-$3.61K	﹤0.01%	3566
2021 Q2	$145K	Sell	13,760 -63	-0.5%	-$733	﹤0.01%	3532
2021 Q1	$162K	Buy	+13,823	New	+$158K	﹤0.01%	3380

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Envestnet Asset Management reduced its GraniteShares Platinum Shares (PLTM) stake by 3.2% in Q2 2026, selling an estimated $49.8K and leaving 80,869 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #3512.

Envestnet Asset Management first reported a position in PLTM in Q1 2021 and has held it in 16 quarters since. The position peaked at $3.94M in Q4 2025. 50 funds tracked by Wall St. Rank hold PLTM as of Q2 2026.

Envestnet Asset Management held 80,869 shares of GraniteShares Platinum Shares worth $1.21M as of Q2 2026.
Envestnet Asset Management sold 2,706 GraniteShares Platinum Shares shares in Q2 2026, an estimated $49.8K.
GraniteShares Platinum Shares made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3512 holding.
Envestnet Asset Management first reported a position in GraniteShares Platinum Shares in Q1 2021 and has held it in 16 quarters since.
Envestnet Asset Management's GraniteShares Platinum Shares position peaked at $3.94M in Q4 2025.
50 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.