Envestnet Asset Management
PLTM icon

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
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

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management's PLTM Position: Q1 2026 in Review

Envestnet Asset Management reduced its GraniteShares Platinum Shares (PLTM) stake by 58% in Q1 2026, selling an estimated $2.46M and leaving 83,575 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #3169.

Envestnet Asset Management first reported a position in PLTM in Q1 2021 and has held it in 15 quarters since. The position peaked at $3.94M in Q4 2025. 53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

  • Envestnet Asset Management held 83,575 shares of GraniteShares Platinum Shares worth $1.58M as of Q1 2026.
  • Envestnet Asset Management sold 116,161 GraniteShares Platinum Shares shares in Q1 2026, an estimated $2.46M.
  • GraniteShares Platinum Shares made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3169 holding.
  • Envestnet Asset Management first reported a position in GraniteShares Platinum Shares in Q1 2021 and has held it in 15 quarters since.
  • Envestnet Asset Management's GraniteShares Platinum Shares position peaked at $3.94M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.