Iron Horse Wealth Management’s GraniteShares Platinum Shares PLTM Stock Holding History

Iron Horse Wealth 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
2023 Q4	–	Sell	-48	Closed	-$423	–	516
2023 Q3	$423	Hold	48	–	–	﹤0.01%	471
2023 Q2	$424	Hold	48	–	–	﹤0.01%	289
2023 Q1	$465	Sell	48 -277	-85%	-$2.69K	﹤0.01%	319
2022 Q4	$3K	Buy	+325	New	+$3.1K	﹤0.01%	182
2022 Q3	–	Sell	-302	Closed	-$3K	–	239
2022 Q2	$3K	Sell	302 -1,825	-86%	-$17.1K	﹤0.01%	179
2022 Q1	$21K	Buy	+2,127	New	+$21.5K	0.01%	108

Other funds holding PLTM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Iron Horse Wealth Management's PLTM Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of GraniteShares Platinum Shares (PLTM) in Q4 2023, closing a stake of 48 shares — an estimated $423 sold.

Iron Horse Wealth Management first reported a position in PLTM in Q1 2022 and held it in 6 quarters. The position peaked at $21K in Q1 2022. 26 funds tracked by Wall St. Rank hold PLTM as of Q4 2023.

Iron Horse Wealth Management reported no remaining GraniteShares Platinum Shares position as of Q4 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 48 GraniteShares Platinum Shares shares in Q4 2023, an estimated $423.
Iron Horse Wealth Management first reported a position in GraniteShares Platinum Shares in Q1 2022 and held it in 6 quarters.
Iron Horse Wealth Management's GraniteShares Platinum Shares position peaked at $21K in Q1 2022.
26 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.