Security key
38748T103
GraniteShares Platinum Trust - SHS BEN INT (PLTM)
CUSIP: 38748T103
Q1 2025 13F Holders as of 31 Mar 2025
- Security type / class
- Equity / SHS BEN INT
- Total 13F shares
- 676,225
- Total 13F value
- $6,545,713
- Share change
- +132,100
- SEC-reported price per share
- $9.68
- Number of holders
- 23
- Value change
- +$1,288,805
- Number of buys
- 9
- Number of sells
- 5
Report period
Q1 2025
Institutions
23
Top holders
10
PLTM full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
GraniteShares Platinum Trust SEC filings
GraniteShares Platinum Trust company facts
Broader feeds
Reporting periods
Holder history for CUSIP 38748T103
Recent filing periods:
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
31 Dec 2024
13F
Highest disclosed value: $1,299,221
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 $1.3M.
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
$1.3M
RAYMOND JAMES FINANCIAL INC
$1.26M
IHT Wealth Management, LLC
$398.5K
LPL Financial LLC
$329.1K
ENVESTNET ASSET MANAGEMENT INC
$264K
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
|
—
class O/S missing
|
$1,299,221
147,808 shares
|
— | 31 Dec 2024 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$1,262,964
143,682 shares
|
— | 31 Dec 2024 |
| IHT Wealth Management, LLC |
13F
Company
|
—
class O/S missing
|
$398,494
45,335 shares
|
— | 31 Dec 2024 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$329,106
37,441 shares
|
— | 31 Dec 2024 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
—
class O/S missing
|
$263,964
30,030 shares
|
— | 31 Dec 2024 |
| TWIN FOCUS CAPITAL PARTNERS, LLC |
13F
Company
|
—
class O/S missing
|
$263,700
30,000 shares
|
— | 31 Dec 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 Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
23
Shares
676,225
Rows available
23
| 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 Q1 2025 vs Q1 2026 Across Filers
Q1 2026 holders
53
Q1 2025 holders
23
Holder diff
-30
| Investor | Q1 2026 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend