PCG Wealth Advisors’s GraniteShares Platinum Shares PLTM Stock Holding History

PCG Wealth 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	$2.82M	Sell	148,971 -15,721	-10%	-$333K	0.71%	47
2025 Q4	$3.25M	Sell	164,692 -6,031	-4%	-$98.3K	0.92%	35
2025 Q3	$2.58M	Buy	+170,723	New	+$2.29M	0.75%	46
2025 Q2	–	Sell	-161,364	Closed	-$1.56M	–	123
2025 Q1	$1.56M	Buy	161,364 +13,556	+9%	+$127K	0.55%	55
2024 Q4	$1.3M	Sell	147,808 -106	-0.1%	-$992	0.48%	66
2024 Q3	$1.41M	Buy	147,914 +1,603	+1%	+$15K	0.54%	55
2024 Q2	$1.41M	Buy	+146,311	New	+$1.39M	0.62%	49
2023 Q4	–	Sell	-18,643	Closed	-$164K	–	111
2023 Q3	$164K	Buy	+18,643	New	+$169K	0.11%	98

Other funds holding PLTM

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PCG Wealth Advisors's PLTM Position: Q1 2026 in Review

PCG Wealth Advisors reduced its GraniteShares Platinum Shares (PLTM) stake by 9.5% in Q1 2026, selling an estimated $333K and leaving 148,971 shares worth $2.82M. The position accounts for 0.71% of the portfolio, ranked #47.

PCG Wealth Advisors first reported a position in PLTM in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.25M in Q4 2025. 53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

PCG Wealth Advisors held 148,971 shares of GraniteShares Platinum Shares worth $2.82M as of Q1 2026.
PCG Wealth Advisors sold 15,721 GraniteShares Platinum Shares shares in Q1 2026, an estimated $333K.
GraniteShares Platinum Shares made up 0.71% of PCG Wealth Advisors's portfolio in Q1 2026, its #47 holding.
PCG Wealth Advisors first reported a position in GraniteShares Platinum Shares in Q3 2023 and has held it in 8 quarters since.
PCG Wealth Advisors's GraniteShares Platinum Shares position peaked at $3.25M in Q4 2025.
53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.