VH
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Visionary Horizons’s GraniteShares Platinum Shares PLTM Stock Holding History

Visionary Horizons’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
Q2 		– Sell
-11,000
Closed -$106K – 101
2025
Q1 		$106K Hold
11,000
– – 0.08% 88
2024
Q4 		$96.7K Hold
11,000
– – 0.06% 88
2024
Q3 		$105K Hold
11,000
– – 0.07% 87
2024
Q2 		$106K Hold
11,000
– – 0.08% 81
2024
Q1 		$104K Hold
11,000
– – 0.08% 74
2023
Q4 		$106K Buy
+11,000
New +$97.9K 0.09% 76

Other funds holding PLTM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Visionary Horizons's PLTM Position: Q2 2025 in Review

Visionary Horizons sold out of GraniteShares Platinum Shares (PLTM) in Q2 2025, closing a stake of 11,000 shares — an estimated $106K sold.

Visionary Horizons first reported a position in PLTM in Q4 2023 and held it in 6 quarters. The position peaked at $106K in Q1 2025. 26 funds tracked by Wall St. Rank hold PLTM as of Q2 2025.

  • Visionary Horizons reported no remaining GraniteShares Platinum Shares position as of Q2 2025 after selling out during the quarter.
  • Visionary Horizons sold 11,000 GraniteShares Platinum Shares shares in Q2 2025, an estimated $106K.
  • Visionary Horizons first reported a position in GraniteShares Platinum Shares in Q4 2023 and held it in 6 quarters.
  • Visionary Horizons's GraniteShares Platinum Shares position peaked at $106K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2025.

Based on Visionary Horizons's 13F filing for Q2 2025, filed 22 Jul 2025.