LPL Financial
PLTM icon

LPL Financial’s GraniteShares Platinum Shares PLTM Stock Holding History

LPL Financial’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 		$6.61M Sell
349,346
-48,381
-12% -$1.02M ﹤0.01% 2390
2025
Q4 		$7.85M Buy
397,727
+103,304
+35% +$1.68M ﹤0.01% 2138
2025
Q3 		$4.45M Buy
294,423
+185,210
+170% +$2.48M ﹤0.01% 2581
2025
Q2 		$1.42M Buy
109,213
+71,947
+193% +$745K ﹤0.01% 3433
2025
Q1 		$361K Sell
37,266
-175
-0.5% -$1.64K ﹤0.01% 4453
2024
Q4 		$329K Sell
37,441
-87
-0.2% -$814 ﹤0.01% 4440
2024
Q3 		$357K Sell
37,528
-1,824
-5% -$17K ﹤0.01% 4288
2024
Q2 		$380K Hold
39,352
– – ﹤0.01% 4085
2024
Q1 		$348K Buy
39,352
+540
+1% +$4.77K ﹤0.01% 4085
2023
Q4 		$375K Buy
38,812
+9,558
+33% +$85.1K ﹤0.01% 3908
2023
Q3 		$258K Buy
29,254
+3,835
+15% +$34.8K ﹤0.01% 4050
2023
Q2 		$225K Buy
25,419
+2,684
+12% +$26.9K ﹤0.01% 4069
2023
Q1 		$220K Buy
22,735
+12,413
+120% +$120K ﹤0.01% 3968
2022
Q4 		$108K Buy
10,322
+171
+2% +$1.63K ﹤0.01% 4149
2022
Q3 		$86K Sell
10,151
-1,952
-16% -$16.9K ﹤0.01% 4143
2022
Q2 		$106K Sell
12,103
-119,816
-91% -$1.12M ﹤0.01% 4116
2022
Q1 		$1.28M Buy
131,919
+118,841
+909% +$1.2M ﹤0.01% 2415
2021
Q4 		$124K Buy
13,078
+932
+8% +$9.15K ﹤0.01% 4095
2021
Q3 		$115K Buy
+12,146
New +$122K ﹤0.01% 4109

Other funds holding PLTM

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial's PLTM Position: Q1 2026 in Review

LPL Financial reduced its GraniteShares Platinum Shares (PLTM) stake by 12% in Q1 2026, selling an estimated $1.02M and leaving 349,346 shares worth $6.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

LPL Financial first reported a position in PLTM in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.85M in Q4 2025. 53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

  • LPL Financial held 349,346 shares of GraniteShares Platinum Shares worth $6.61M as of Q1 2026.
  • LPL Financial sold 48,381 GraniteShares Platinum Shares shares in Q1 2026, an estimated $1.02M.
  • GraniteShares Platinum Shares made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2390 holding.
  • LPL Financial first reported a position in GraniteShares Platinum Shares in Q3 2021 and has held it in 19 quarters since.
  • LPL Financial's GraniteShares Platinum Shares position peaked at $7.85M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.