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Independent Financial Group’s GraniteShares Platinum Shares PLTM Stock Holding History

Independent Financial Group’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 		– Sell
-30,523
Closed -$602K – 1510
2025
Q4 		$602K Buy
30,523
+13,901
+84% +$227K 0.01% 806
2025
Q3 		$251K Buy
+16,622
New +$223K 0.01% 1171

Other funds holding PLTM

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
LPL Financial
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Independent Financial Group's PLTM Position: Q1 2026 in Review

Independent Financial Group sold out of GraniteShares Platinum Shares (PLTM) in Q1 2026, closing a stake of 30,523 shares — an estimated $602K sold.

Independent Financial Group first reported a position in PLTM in Q3 2025 and held it in 2 quarters. The position peaked at $602K in Q4 2025. 53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

  • Independent Financial Group reported no remaining GraniteShares Platinum Shares position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 30,523 GraniteShares Platinum Shares shares in Q1 2026, an estimated $602K.
  • Independent Financial Group first reported a position in GraniteShares Platinum Shares in Q3 2025 and held it in 2 quarters.
  • Independent Financial Group's GraniteShares Platinum Shares position peaked at $602K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.