Spectrum Wealth Counsel’s GraniteShares Platinum Shares PLTM Stock Holding History

Spectrum Wealth Counsel’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
2025 Q1	$1.15K	Hold	119	–	–	﹤0.01%	315
2024 Q4	$1.05K	Hold	119	–	–	﹤0.01%	334
2024 Q3	$1.13K	Hold	119	–	–	﹤0.01%	357
2024 Q2	$1.15K	Hold	119	–	–	﹤0.01%	354
2024 Q1	$1.05K	Hold	119	–	–	﹤0.01%	356
2023 Q4	$1.15K	Buy	+119	New	+$1.06K	﹤0.01%	312

Other funds holding PLTM

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return

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

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Spectrum Wealth Counsel's PLTM Position: Q1 2025 in Review

Spectrum Wealth Counsel held its GraniteShares Platinum Shares (PLTM) position steady in Q1 2025 at 119 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Spectrum Wealth Counsel first reported a position in PLTM in Q4 2023 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold PLTM as of Q1 2025.

Spectrum Wealth Counsel held 119 shares of GraniteShares Platinum Shares worth $1.15K as of Q1 2025.
Spectrum Wealth Counsel left its GraniteShares Platinum Shares share count unchanged in Q1 2025.
GraniteShares Platinum Shares made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #315 holding.
Spectrum Wealth Counsel first reported a position in GraniteShares Platinum Shares in Q4 2023 and has held it in 6 quarters since.
22 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.