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NewEdge Advisors’s GraniteShares Platinum Shares PLTM Stock Holding History

NewEdge Advisors’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 		– Sell
-56,300
Closed -$1.11M – 4334
2025
Q4 		$1.11M Buy
+56,300
New +$918K ﹤0.01% 1424
2023
Q3 		– Sell
-500
Closed -$4.42K – 3608
2023
Q2 		$4.42K Hold
500
– – ﹤0.01% 2863
2023
Q1 		$4.84K Buy
+500
New +$4.85K ﹤0.01% 2784

Other funds holding PLTM

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $9.1B AUM 32.09% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

NewEdge Advisors's PLTM Position: Q1 2026 in Review

NewEdge Advisors sold out of GraniteShares Platinum Shares (PLTM) in Q1 2026, closing a stake of 56,300 shares — an estimated $1.11M sold.

NewEdge Advisors first reported a position in PLTM in Q1 2023 and held it in 3 quarters. The position peaked at $1.11M in Q4 2025. 53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

  • NewEdge Advisors reported no remaining GraniteShares Platinum Shares position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 56,300 GraniteShares Platinum Shares shares in Q1 2026, an estimated $1.11M.
  • NewEdge Advisors first reported a position in GraniteShares Platinum Shares in Q1 2023 and held it in 3 quarters.
  • NewEdge Advisors's GraniteShares Platinum Shares position peaked at $1.11M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.