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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
Q2 		– Sell
-15,381
Closed -$291K – 1041
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

LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Simplicity Wealth's PLTM Position: Q2 2026 in Review

Simplicity Wealth sold out of GraniteShares Platinum Shares (PLTM) in Q2 2026, closing a stake of 15,381 shares — an estimated $291K sold.

Simplicity Wealth first reported a position in PLTM in Q4 2025 and held it in 2 quarters. The position peaked at $337K in Q4 2025. 48 funds tracked by Wall St. Rank hold PLTM as of Q2 2026.

  • Simplicity Wealth reported no remaining GraniteShares Platinum Shares position as of Q2 2026 after selling out during the quarter.
  • Simplicity Wealth sold 15,381 GraniteShares Platinum Shares shares in Q2 2026, an estimated $291K.
  • Simplicity Wealth first reported a position in GraniteShares Platinum Shares in Q4 2025 and held it in 2 quarters.
  • Simplicity Wealth's GraniteShares Platinum Shares position peaked at $337K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.