Laffer Tengler Investments’s GraniteShares Platinum Shares PLTM Stock Holding History

Laffer Tengler Investments’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 Q2	$459K	Buy	30,695 +2,604	+9%	+$47.9K	0.06%	140
2026 Q1	$531K	Buy	28,091 +7,419	+36%	+$157K	0.08%	128
2025 Q4	$408K	Buy	20,672 +10,022	+94%	+$163K	0.06%	131
2025 Q3	$161K	Buy	+10,650	New	+$143K	0.03%	162
2025 Q2	–	Sell	-13,255	Closed	-$128K	–	169
2025 Q1	$128K	Sell	13,255 -1,776	-12%	-$16.6K	0.03%	132
2024 Q4	$132K	Buy	15,031 +3,454	+30%	+$32.3K	0.03%	146
2024 Q3	$110K	Buy	11,577 +133	+1%	+$1.24K	0.02%	172
2024 Q2	$111K	Buy	11,444 +866	+8%	+$8.24K	0.02%	202
2024 Q1	$93.5K	Sell	10,578 -10,317	-49%	-$91.1K	0.02%	200
2023 Q4	$202K	Sell	20,895 -253	-1%	-$2.25K	0.05%	144
2023 Q3	$186K	Buy	21,148 +7,101	+51%	+$64.4K	0.05%	142
2023 Q2	$124K	Buy	14,047 +1,844	+15%	+$18.5K	0.03%	240
2023 Q1	$118K	Buy	+12,203	New	+$118K	0.03%	253

Other funds holding PLTM

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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Laffer Tengler Investments's PLTM Position: Q2 2026 in Review

Laffer Tengler Investments increased its GraniteShares Platinum Shares (PLTM) stake by 9.3% in Q2 2026, buying an estimated $47.9K and bringing the position to 30,695 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #140.

Laffer Tengler Investments first reported a position in PLTM in Q1 2023 and has held it in 13 quarters since. The position peaked at $531K in Q1 2026. 49 funds tracked by Wall St. Rank hold PLTM as of Q2 2026.

Laffer Tengler Investments held 30,695 shares of GraniteShares Platinum Shares worth $459K as of Q2 2026.
Laffer Tengler Investments bought 2,604 GraniteShares Platinum Shares shares in Q2 2026, an estimated $47.9K.
GraniteShares Platinum Shares made up 0.06% of Laffer Tengler Investments's portfolio in Q2 2026, its #140 holding.
Laffer Tengler Investments first reported a position in GraniteShares Platinum Shares in Q1 2023 and has held it in 13 quarters since.
Laffer Tengler Investments's GraniteShares Platinum Shares position peaked at $531K in Q1 2026.
49 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.