Total Wealth Planning & Management’s Platinum Group Metals PLG Stock Holding History

Total Wealth Planning & Management’s Portfolio PLG Stock Details PLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87.2K	Hold	64,580	–	–	0.06%	210
2026 Q1	$114K	Buy	64,580 +500	+0.8%	+$1.21K	0.08%	194
2025 Q4	$151K	Buy	+64,080	New	+$155K	0.11%	200
2025 Q2	$124K	Buy	81,000 +1,600	+2%	+$2.14K	0.1%	201
2025 Q1	$98.5K	Sell	79,400 -800	-1%	-$1.03K	0.09%	187
2024 Q4	$103K	Buy	+80,200	New	+$129K	0.09%	182

Other funds holding PLG

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Total Wealth Planning & Management's PLG Position: Q2 2026 in Review

Total Wealth Planning & Management held its Platinum Group Metals (PLG) position steady in Q2 2026 at 64,580 shares worth $87.2K. The position accounts for 0.06% of the portfolio, ranked #210.

Total Wealth Planning & Management first reported a position in PLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $151K in Q4 2025. 65 funds tracked by Wall St. Rank hold PLG as of Q2 2026.

Total Wealth Planning & Management held 64,580 shares of Platinum Group Metals worth $87.2K as of Q2 2026.
Total Wealth Planning & Management left its Platinum Group Metals share count unchanged in Q2 2026.
Platinum Group Metals made up 0.06% of Total Wealth Planning & Management's portfolio in Q2 2026, its #210 holding.
Total Wealth Planning & Management first reported a position in Platinum Group Metals in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Platinum Group Metals position peaked at $151K in Q4 2025.
65 funds tracked by Wall St. Rank held Platinum Group Metals as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.