WWA
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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
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

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WCG Wealth Advisors's PLTM Position: Q1 2026 in Review

WCG Wealth Advisors held its GraniteShares Platinum Shares (PLTM) position steady in Q1 2026 at 13,900 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #508.

WCG Wealth Advisors first reported a position in PLTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $274K in Q4 2025. 53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

  • WCG Wealth Advisors held 13,900 shares of GraniteShares Platinum Shares worth $263K as of Q1 2026.
  • WCG Wealth Advisors left its GraniteShares Platinum Shares share count unchanged in Q1 2026.
  • GraniteShares Platinum Shares made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #508 holding.
  • WCG Wealth Advisors first reported a position in GraniteShares Platinum Shares in Q3 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's GraniteShares Platinum Shares position peaked at $274K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.