GraniteShares Platinum Trust - PLTM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 397,727 | 7,847 | 0.0% | 0.0% | 1 | +103,304 | 35.09% | Q4 2025 | Feb 11, 2026 |
| Southeast Asset Advisors, LLC | History | New | 358,645 | 7,076 | 0.67% | — | 2 | +358,645 | New | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 239,592 | 4,727 | 1.75% | 0.88% | 3 | +98,739 | 70.1% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 219,609 | 4,332 | 0.0% | 0.0% | 4 | +18,228 | 9.05% | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | Added to | 205,485 | 4,054 | 0.11% | 0.05% | 5 | +98,457 | 91.99% | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 199,736 | 3,940 | 0.0% | 0.0% | 6 | +95,358 | 91.36% | Q4 2025 | Feb 10, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 164,692 | 3,249 | 0.92% | 0.75% | 7 | -6,031 | -3.53% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 99,088 | 1,955 | 0.0% | — | 8 | +99,088 | New | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 95,026 | 1,874 | 0.04% | 0.03% | 9 | +5,534 | 6.18% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Added to | 92,152 | 1,818 | 0.0% | 0.0% | 10 | +17,423 | 23.31% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Added to | 75,179 | 1,483 | 0.02% | 0.01% | 11 | +1,426 | 1.93% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 74,491 | 1,469 | 0.02% | — | 12 | +74,491 | New | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | New | 56,300 | 1,110 | 0.0% | — | 13 | +56,300 | New | Q4 2025 | Feb 18, 2026 |
| OPPENHEIMER & CO INC | History | New | 31,606 | 623 | 0.01% | — | 15 | +31,606 | New | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 31,601 | 623 | 0.0% | 0.0% | 16 | +17,162 | 118.86% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 31,617 | 623 | 0.0% | 0.0% | 14 | -2,090 | -6.2% | Q4 2025 | Feb 12, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 30,000 | 591 | 0.07% | 0.06% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | New | 23,901 | 471 | 0.04% | — | 18 | +23,901 | New | Q4 2025 | Jan 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 21,300 | 420 | 0.01% | 0.01% | 19 | -10,900 | -33.85% | Q4 2025 | Feb 13, 2026 |
| SPROTT INC. | History | No change | 20,750 | 409 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Added to | 20,672 | 407 | 0.06% | 0.03% | 21 | +10,022 | 94.1% | Q4 2025 | Feb 12, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 20,290 | 400 | 0.07% | 0.05% | 22 | +4,100 | 25.32% | Q4 2025 | Jan 07, 2026 |
| Encompass More Asset Management | History | New | 18,322 | 361 | 0.07% | — | 23 | +18,322 | New | Q4 2025 | Feb 03, 2026 |
| Simplicity Wealth,LLC | History | New | 17,059 | 336 | 0.02% | — | 24 | +17,059 | New | Q4 2025 | Jan 30, 2026 |
| Wealth Management Nebraska | History | Added to | 16,881 | 333 | 0.04% | 0.03% | 25 | +409 | 2.48% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,972 | 315 | 0.0% | 0.0% | 26 | +5,968 | 59.66% | Q4 2025 | Jan 29, 2026 |
| CITY HOLDING CO | History | No change | 15,000 | 295 | 0.04% | 0.03% | 27 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WCG Wealth Advisors LLC | History | No change | 13,900 | 274 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IAM Advisory, LLC | History | New | 12,200 | 240 | 0.05% | — | 29 | +12,200 | New | Q4 2025 | Jan 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,278 | 143 | 0.0% | 0.0% | 30 | +6,278 | 627.8% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,620 | 91 | 0.0% | — | 31 | +4,620 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,377 | 66 | 0.0% | 0.0% | 32 | +2,152 | 175.67% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | New | 2,965 | 65 | 0.0% | — | 33 | +2,965 | New | Q4 2025 | Jan 21, 2026 |
| Costello Asset Management, INC | History | Added to | 2,204 | 43 | 0.01% | 0.01% | 34 | +100 | 4.75% | Q4 2025 | Feb 03, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,114 | 41 | 0.0% | 0.0% | 35 | +1,360 | 180.37% | Q4 2025 | Jan 20, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,878 | 37 | 0.0% | 0.0% | 36 | +939 | 100.0% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1,200 | 23 | 0.0% | — | 37 | +1,200 | New | Q4 2025 | Jan 22, 2026 |
| Key FInancial Inc | History | New | 1,100 | 21 | 0.0% | — | 38 | +1,100 | New | Q4 2025 | Feb 09, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,061 | 20 | 0.0% | 0.0% | 39 | +314 | 42.03% | Q4 2025 | Jan 28, 2026 |
| Premier Financial Group | History | Added to | 1,027 | 20 | 0.01% | 0.0% | 40 | +27 | 2.7% | Q4 2025 | Feb 09, 2026 |
| Jessup Wealth Management, Inc | History | New | 1,004 | 19 | 0.01% | — | 41 | +1,004 | New | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | New | 500 | 9 | 0.0% | — | 42 | +500 | New | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 500 | 9 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | New | 428 | 8 | 0.0% | — | 44 | +428 | New | Q4 2025 | Jan 27, 2026 |
| Grove Bank & Trust | History | Added to | 337 | 6 | 0.0% | 0.0% | 45 | +100 | 42.19% | Q4 2025 | Jan 08, 2026 |
| FMR LLC | History | Added to | 157 | 3 | 0.0% | 0.0% | 46 | +38 | 31.93% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -104,235 | -100.0% | Q3 2025 | Nov 12, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -39,126 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,063 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,962 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -8,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -565 | -100.0% | Q3 2025 | Nov 18, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Laurel Wealth Advisors LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Jan 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |