N.E.W. Advisory Services’s GraniteShares Platinum Shares PLTM Stock Holding History

N.E.W. Advisory Services’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	$15.9K	Hold	1,061	–	–	﹤0.01%	573
2026 Q1	$20.1K	Hold	1,061	–	–	﹤0.01%	507
2025 Q4	$20.9K	Buy	1,061 +314	+42%	+$5.12K	﹤0.01%	500
2025 Q3	$11.3K	Buy	+747	New	+$10K	﹤0.01%	556

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 22.9% 1-Year Est. Return

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

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

N.E.W. Advisory Services's PLTM Position: Q2 2026 in Review

N.E.W. Advisory Services held its GraniteShares Platinum Shares (PLTM) position steady in Q2 2026 at 1,061 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

N.E.W. Advisory Services first reported a position in PLTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.9K in Q4 2025. 51 funds tracked by Wall St. Rank hold PLTM as of Q2 2026.

N.E.W. Advisory Services held 1,061 shares of GraniteShares Platinum Shares worth $15.9K as of Q2 2026.
N.E.W. Advisory Services left its GraniteShares Platinum Shares share count unchanged in Q2 2026.
GraniteShares Platinum Shares made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #573 holding.
N.E.W. Advisory Services first reported a position in GraniteShares Platinum Shares in Q3 2025 and has held it in 4 quarters since.
N.E.W. Advisory Services's GraniteShares Platinum Shares position peaked at $20.9K in Q4 2025.
51 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.