WCG Wealth Advisors’s GraniteShares Platinum Shares PLTM Stock Holding History

WCG Wealth Advisors’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	$208K	Hold	13,900	–	–	﹤0.01%	553
2026 Q1	$263K	Hold	13,900	–	–	0.01%	508
2025 Q4	$274K	Hold	13,900	–	–	0.01%	494
2025 Q3	$210K	Buy	+13,900	New	+$186K	0.01%	331

Other funds holding PLTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WCG Wealth Advisors's PLTM Position: Q2 2026 in Review

WCG Wealth Advisors held its GraniteShares Platinum Shares (PLTM) position steady in Q2 2026 at 13,900 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

WCG Wealth Advisors first reported a position in PLTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $274K in Q4 2025. 51 funds tracked by Wall St. Rank hold PLTM as of Q2 2026.

WCG Wealth Advisors held 13,900 shares of GraniteShares Platinum Shares worth $208K as of Q2 2026.
WCG Wealth Advisors left its GraniteShares Platinum Shares share count unchanged in Q2 2026.
GraniteShares Platinum Shares made up ﹤0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #553 holding.
WCG Wealth Advisors first reported a position in GraniteShares Platinum Shares in Q3 2025 and has held it in 4 quarters since.
WCG Wealth Advisors's GraniteShares Platinum Shares position peaked at $274K in Q4 2025.
51 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.