KWM
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Kingsview Wealth Management’s GraniteShares Platinum Shares PLTM Stock Holding History

Kingsview 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
2025
Q3 		– Sell
-22,437
Closed -$292K – 1272
2025
Q2 		$292K Buy
+22,437
New +$232K ﹤0.01% 957

Other funds holding PLTM

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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
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Kingsview Wealth Management's PLTM Position: Q3 2025 in Review

Kingsview Wealth Management sold out of GraniteShares Platinum Shares (PLTM) in Q3 2025, closing a stake of 22,437 shares — an estimated $292K sold.

Kingsview Wealth Management first reported a position in PLTM in Q2 2025 and held it in 1 quarter. The position peaked at $292K in Q2 2025. 41 funds tracked by Wall St. Rank hold PLTM as of Q3 2025.

  • Kingsview Wealth Management reported no remaining GraniteShares Platinum Shares position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 22,437 GraniteShares Platinum Shares shares in Q3 2025, an estimated $292K.
  • Kingsview Wealth Management first reported a position in GraniteShares Platinum Shares in Q2 2025 and held it in 1 quarter.
  • Kingsview Wealth Management's GraniteShares Platinum Shares position peaked at $292K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.