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Legacy Wealth Management (Idaho)’s GraniteShares Platinum Shares PLTM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-113
Closed -$2.14K – 740
2026
Q1 		$2.14K Buy
+113
New +$2.39K ﹤0.01% 766

Other funds holding PLTM

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
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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
Envestnet Asset Management
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s PLTM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of GraniteShares Platinum Shares (PLTM) in Q2 2026, closing a stake of 113 shares — an estimated $2.14K sold.

Legacy Wealth Management (Idaho) first reported a position in PLTM in Q1 2026 and held it in 1 quarter. The position peaked at $2.14K in Q1 2026. 49 funds tracked by Wall St. Rank hold PLTM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining GraniteShares Platinum Shares position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 113 GraniteShares Platinum Shares shares in Q2 2026, an estimated $2.14K.
  • Legacy Wealth Management (Idaho) first reported a position in GraniteShares Platinum Shares in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s GraniteShares Platinum Shares position peaked at $2.14K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.