Graniteshares Platinum TrustPLTMETF

13F holders, Q1 2025 (March 31)
22holders +3
4new positions
2sold out
$9.68avg. 13F price*

At the end of Q1 2025, 22 institutions reported holding Graniteshares Platinum Trust (PLTM) in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were PCG Wealth Advisors, LLC ($1.6M), Raymond James Financial Inc. ($1.4M) and Envestnet Asset Management Inc. ($1.0M).

Company
Graniteshares Platinum Trust
CUSIP
38748T103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 21Q1 2024Q2 2024: 18Q2 2024Q3 2024: 19Q3 2024Q4 2024: 19Q4 2024Q1 2025: 22Q1 2025Q2 2025: 26Q2 2025Q3 2025: 41Q3 2025Q4 2025: 48Q4 2025Q1 2026: 54Q1 2026Q2 2026: 51Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$374K
Exits2$99K

All 13F filers, Q4 2024 → Q1 2025: 147,947 shares bought and 14,847 shares sold, net +133,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

PCG Wealth Advisors, LLC 0.55% Add +9.2% 161,364 $1.6M
Raymond James Financial Inc. 0.00% Reduce -1.1% 142,104 $1.4M
Envestnet Asset Management Inc. 0.00% Add +245.1% 103,646 $1.0M
IHT Wealth Management, LLC 0.01% Add +2.4% 46,435 $449K
Cetera Investment Advisers 0.00% Add +42.1% 41,457 $401K
LPL Financial LLC 0.00% Reduce -0.5% 37,266 $361K
Twin Focus Capital Partners, LLC 0.05% No change 30,000 $290K
Osaic Holdings, Inc. 0.00% Add +9.3% 20,200 $196K
Wealth Watch Advisors, INC 0.15% New 19,086 $185K
Freedom Investment Management, Inc. 0.01% New 16,475 $159K
City Holding Co. 0.02% Add +87.5% 15,000 $145K
Sprott Inc. 0.01% No change 13,500 $131K
Laffer Tengler Investments, Inc. 0.03% Reduce -11.8% 13,255 $128K
Visionary Horizons, LLC 0.07% No change 11,000 $106K
Costello Asset Management, INC 0.01% New 2,104 $20K
BNP Paribas Financial Markets 0.00% New 1,000 $10K
Parkside Financial Bank & Trust 0.00% No change 973 $9K
Federation des caisses Desjardins du Quebec 0.00% No change 500 $5K
Allworth Financial LP 0.00% No change 500 $5K
Grove Bank & Trust 0.00% No change 237 $2K
Spectrum Wealth Counsel, LLC 0.00% No change 119 $1K
Financial Gravity Asset Management, Inc. 0.00% — 3 $29

"% of holder's portfolio" is PLTM's weight in each manager's 13F, not the share of Graniteshares Platinum Trust the manager owns.