GraniteShares Platinum Trust - SHS BEN INT (PLTM)

CUSIP: 38748T103

Q3 2024 13F Holders as of 30 Sep 2024

Share change
+83,436
SEC-reported price per share
$9.51
Number of holders
20
Value change
+$786,311
Number of buys
9
Number of sells
6

Security key

38748T103

Report period

Q3 2024

Institutions

20

Top holders

10

Ownership snapshot

Top reported holders of PLTM - GraniteShares Platinum Trust - SHS BEN INT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
PCG Wealth Advisors, LLC
Disclosed value leader
PCG Wealth Advisors, LLC
Comparable rows
0/15
Latest evidence
30 Jun 2024
13F Highest disclosed value: $1,414,637 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

PCG Wealth Advisors, LLC has the largest disclosed position value at $1.41M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens PCG Wealth Advisors, LLC's linked filing trail.
Disclosed position value Top 5
PCG Wealth Advisors, LLC $1.41M
LPL Financial LLC $380.5K
IHT Wealth Management, LLC $297.2K
Cetera Investment Advisers $287.8K
ENVESTNET ASSET MANAGEMENT INC $267.6K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
PCG Wealth Advisors, LLC
13F
Company
13F
class O/S missing
$1,414,637
146,311 shares
30 Jun 2024
LPL Financial LLC
13F
Company
13F
class O/S missing
$380,483
39,352 shares
30 Jun 2024
IHT Wealth Management, LLC
13F
Company
13F
class O/S missing
$297,169
30,735 shares
30 Jun 2024
Cetera Investment Advisers
13F
Company
13F
class O/S missing
$287,799
29,766 shares
30 Jun 2024
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
class O/S missing
$267,639
27,681 shares
30 Jun 2024
TWIN FOCUS CAPITAL PARTNERS, LLC
13F
Company
13F
class O/S missing
$251,386
26,000 shares
30 Jun 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
20
Shares
476,848
Rows available
20
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2024 vs Q1 2026 Across Filers

Q1 2026 holders
54
Q3 2024 holders
20
Holder diff
-34
Investor Q1 2026 Shares Q3 2024 Shares Share Diff Share Chg % Q1 2026 value Q3 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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