IFP Advisors’s GraniteShares Platinum Shares PLTM Stock Holding History

IFP 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	$95.1K	Buy	+5,819	New	+$96.3K	﹤0.01%	2002
2023 Q1	–	Sell	-10,000	Closed	-$904K	–	4169
2022 Q4	$904K	Hold	10,000	–	–	0.02%	656
2022 Q3	$904K	Hold	10,000	–	–	0.02%	670
2022 Q2	$904K	Hold	10,000	–	–	0.03%	615
2022 Q1	$904K	Buy	+10,000	New	+$101K	0.03%	615

Other funds holding PLTM

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

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

Compass Financial Management Tampa, Florida $926M AUM

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

Costello Asset Management Feasterville, Pennsylvania $332M AUM 19.63% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 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

IFP Advisors's PLTM Position: Q3 2026 in Review

IFP Advisors opened a new position in GraniteShares Platinum Shares (PLTM) in Q3 2026: 5,819 shares worth $95.1K. The stake represents ﹤0.01% of the portfolio and ranks #2002 among its holdings. This is a return to the name: IFP Advisors previously reported a position in PLTM as recently as Q4 2022.

IFP Advisors first reported a position in PLTM in Q1 2022 and has held it in 5 quarters since. The position peaked at $904K in Q4 2022. 12 funds tracked by Wall St. Rank hold PLTM as of Q3 2026.

IFP Advisors held 5,819 shares of GraniteShares Platinum Shares worth $95.1K as of Q3 2026.
GraniteShares Platinum Shares was a new IFP Advisors position in Q3 2026.
GraniteShares Platinum Shares made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2002 holding.
IFP Advisors first reported a position in GraniteShares Platinum Shares in Q1 2022 and has held it in 5 quarters since.
IFP Advisors's GraniteShares Platinum Shares position peaked at $904K in Q4 2022.
12 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q3 2026.

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