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Simplicity Wealth’s GraniteShares Platinum Shares PLTM Stock Holding History

Simplicity Wealth’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 		$291K Sell
15,381
-1,678
-10% -$35.5K 0.02% 604
2025
Q4 		$337K Buy
+17,059
New +$278K 0.02% 523

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 $8.11B AUM 24.74% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Simplicity Wealth's PLTM Position: Q1 2026 in Review

Simplicity Wealth reduced its GraniteShares Platinum Shares (PLTM) stake by 9.8% in Q1 2026, selling an estimated $35.5K and leaving 15,381 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #604.

Simplicity Wealth first reported a position in PLTM in Q4 2025 and has held it in 2 quarters since. The position peaked at $337K in Q4 2025. 53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

  • Simplicity Wealth held 15,381 shares of GraniteShares Platinum Shares worth $291K as of Q1 2026.
  • Simplicity Wealth sold 1,678 GraniteShares Platinum Shares shares in Q1 2026, an estimated $35.5K.
  • GraniteShares Platinum Shares made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #604 holding.
  • Simplicity Wealth first reported a position in GraniteShares Platinum Shares in Q4 2025 and has held it in 2 quarters since.
  • Simplicity Wealth's GraniteShares Platinum Shares position peaked at $337K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.