James T. Borello RIA’s GraniteShares Platinum Shares PLTM Stock Holding History

James T. Borello RIA’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	–	Sell	-475	Closed	-$8.98K	–	1278
2026 Q1	$8.98K	Buy	+475	New	+$10K	﹤0.01%	595

Other funds holding PLTM

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

WWA

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

PWA

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

James T. Borello RIA's PLTM Position: Q2 2026 in Review

James T. Borello RIA sold out of GraniteShares Platinum Shares (PLTM) in Q2 2026, closing a stake of 475 shares — an estimated $8.98K sold.

James T. Borello RIA first reported a position in PLTM in Q1 2026 and held it in 1 quarter. The position peaked at $8.98K in Q1 2026. 51 funds tracked by Wall St. Rank hold PLTM as of Q2 2026.

James T. Borello RIA reported no remaining GraniteShares Platinum Shares position as of Q2 2026 after selling out during the quarter.
James T. Borello RIA sold 475 GraniteShares Platinum Shares shares in Q2 2026, an estimated $8.98K.
James T. Borello RIA first reported a position in GraniteShares Platinum Shares in Q1 2026 and held it in 1 quarter.
James T. Borello RIA's GraniteShares Platinum Shares position peaked at $8.98K in Q1 2026.
51 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.