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GraniteShares Platinum Trust (PLTM) Institutional Ownership

$17.46 0.00 (0.00%)
As of 09/4/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for GraniteShares Platinum Trust (NYSEARCA:PLTM)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$30.43M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$4.43M
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PLTM Institutional Buying and Selling by Quarter

GraniteShares Platinum Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 PCG Wealth Advisors LLC145,997$2.18M0.5%-2.0%1.292%
8/22/2026 Compass Financial Management LLC18,028$269K0.0%N/A0.160%
8/22/2026 Concurrent Investment Advisors LLC14,216$212K0.0%-6.1%0.126%
8/12/2026 Compass Financial Management LLC18,028$269K0.0%N/A0.160%
7/7/2026 GK Wealth Management LLC20,797$311K0.2%N/A0.184%
5/15/2026 Wealth Watch Advisors INC286,244$5.41M2.3%+19.5%2.059%
5/13/2026 Cetera Investment Advisers80,658$1.53M0.0%-12.5%0.580%
5/8/2026 PNC Financial Services Group Inc.1,880$36K0.0%N/A0.014%
5/5/2026 Sigma Planning Corp33,724$638K0.0%-83.6%0.243%
5/1/2026 Simplicity Wealth LLC15,381$291K0.0%-9.8%0.111%
4/28/2026 Revisor Wealth Management LLC10,170$192K0.1%N/A0.073%
4/27/2026 Baer Investment Advisory LLC10,225$193K0.0%N/A0.074%
4/20/2026 Kestra Private Wealth Services LLC77,298$1.46M0.0%+3.8%0.556%
4/20/2026 RFG Advisory LLC72,737$1.38M0.0%-23.5%0.523%
4/17/2026 Sovereign Financial Group Inc.15,147$286K0.0%-25.3%0.109%
4/17/2026 AdvisorNet Financial Inc1,359$26K0.0%-35.7%0.010%
2/18/2026 NewEdge Advisors LLC56,300$1.11M0.0%N/A0.405%
2/18/2026 Quadrature Capital Ltd75,179$1.48M0.0%+1.9%0.541%
2/17/2026 Cetera Investment Advisers92,152$1.82M0.0%+23.3%0.663%
2/17/2026 Wealth Watch Advisors INC239,592$4.73M1.8%+70.1%1.724%
2/17/2026 Osaic Holdings Inc.31,601$623K0.0%+118.9%0.227%
2/16/2026 MML Investors Services LLC99,088$1.96M0.0%N/A0.713%
2/13/2026 Kestra Advisory Services LLC4,620$91K0.0%N/A0.033%
2/13/2026 Parkside Financial Bank & Trust1,878$37K0.0%+100.0%0.014%
2/13/2026 Southeast Asset Advisors LLC358,645$7.08M0.7%N/A2.580%
2/12/2026 Commonwealth Equity Services LLC31,617$624K0.0%-6.2%0.227%
2/12/2026 Steward Partners Investment Advisory LLC3,377$67K0.0%+175.7%0.024%
2/11/2026 LPL Financial LLC397,727$7.85M0.0%+35.1%2.861%
2/5/2026 PCG Wealth Advisors LLC164,692$3.25M0.9%-3.5%1.185%
2/3/2026 Encompass More Asset Management18,322$361K0.1%N/A0.206%
2/3/2026 RFG Advisory LLC95,026$1.88M0.0%+6.2%1.068%
2/2/2026 Oppenheimer & Co. Inc.31,606$624K0.0%N/A0.355%
1/30/2026 Sigma Planning Corp205,485$4.05M0.1%+92.0%2.309%
1/30/2026 Simplicity Wealth LLC17,059$337K0.0%N/A0.192%
1/29/2026 Kestra Private Wealth Services LLC74,491$1.47M0.0%N/A0.837%
1/29/2026 Concurrent Investment Advisors LLC15,972$315K0.0%+59.7%0.179%
1/28/2026 Wealth Management Nebraska16,881$333K0.0%+2.5%0.190%
1/27/2026 Mainstay Capital Management LLC ADV23,901$472K0.0%N/A0.269%
1/21/2026 Sound Income Strategies LLC2,965$58K0.0%N/A0.033%
1/7/2026 Sovereign Financial Group Inc.20,290$400K0.1%+25.3%0.228%
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1/7/2026 IAM Advisory LLC12,200$241K0.1%N/A0.137%
11/17/2025 Citadel Advisors LLC10,962$166K0.0%N/A0.123%
11/14/2025 WCG Wealth Advisors LLC13,900$210K0.0%N/A0.156%
11/13/2025 PCG Wealth Advisors LLC170,723$2.58M0.8%N/A1.918%
11/13/2025 Wealth Watch Advisors INC140,853$2.13M0.9%+108.2%1.583%
11/13/2025 Quadrature Capital Ltd73,753$1.12M0.0%N/A0.829%
11/12/2025 Laffer Tengler Investments Inc.10,650$161K0.0%N/A0.120%
11/12/2025 Sprott Inc.20,750$314K0.0%+53.7%0.233%
11/12/2025Journey Strategic Wealth LLC32,200$487K0.0%+81.9%0.362%
11/6/2025 RFG Advisory LLC89,492$1.35M0.0%N/A1.006%
11/5/2025 Envestnet Asset Management Inc.104,378$1.58M0.0%-6.5%1.173%
11/3/2025 Wealth Management Nebraska16,472$249K0.0%N/A0.185%
10/27/2025 Concurrent Investment Advisors LLC10,004$151K0.0%N/A0.112%
10/17/2025 Sovereign Financial Group Inc.16,190$245K0.0%-22.9%0.182%
9/4/2025 Osaic Holdings Inc.17,800$231K0.0%-11.9%0.262%
8/15/2025 IHT Wealth Management LLC50,735$660K0.0%+9.3%0.746%
8/14/2025 Raymond James Financial Inc.201,496$2.62M0.0%+41.8%2.963%
8/13/2025 Flow Traders U.S. LLC13,967$182K0.0%N/A0.205%
8/12/2025Journey Strategic Wealth LLC17,700$230K0.0%N/A0.260%
8/8/2025 Kingsview Wealth Management LLC22,437$292K0.0%N/A0.343%
8/8/2025 Cetera Investment Advisers71,769$933K0.0%+73.1%1.096%
8/1/2025 Wealth Watch Advisors INC67,651$879K0.5%+254.5%1.033%
8/1/2025 Envestnet Asset Management Inc.111,684$1.45M0.0%+7.8%1.705%
7/30/2025 Freedom Investment Management Inc.13,253$172K0.0%-19.6%0.202%
7/25/2025 Sovereign Financial Group Inc.21,000$273K0.1%N/A0.321%
5/14/2025Freedom Investment Management Inc.16,475$159K0.0%N/A0.287%
5/14/2025Laffer Tengler Investments Inc.13,255$128K0.0%-11.8%0.231%
5/6/2025Cetera Investment Advisers41,457$401K0.0%+42.2%0.790%
5/5/2025PCG Wealth Advisors LLC161,364$1.56M0.5%+9.2%3.074%
4/29/2025Envestnet Asset Management Inc.103,646$1.00M0.0%+245.1%1.974%
4/14/2025City Holding Co.15,000$145K0.0%+87.5%0.286%
2/14/2025IHT Wealth Management LLC45,335$398K0.0%+57.8%1.079%
2/13/2025Twin Focus Capital Partners LLC30,000$264K0.0%+15.4%0.714%
2/13/2025Raymond James Financial Inc.143,682$1.26M0.0%N/A3.421%
2/13/2025Envestnet Asset Management Inc.30,030$264K0.0%-14.4%0.715%
2/6/2025Raymond James Financial Inc.143,682$1.26M0.0%N/A3.421%
2/6/2025Laffer Tengler Investments Inc.15,031$132K0.0%+29.8%0.358%
2/4/2025Sprott Inc.13,500$119K0.0%N/A0.321%
11/15/2024Jane Street Group LLC80,472$765K0.0%N/A1.916%
11/15/2024IHT Wealth Management LLC28,735$273K0.0%-6.5%0.684%
10/8/2024City Holding Co.8,000$76K0.0%+220.0%0.190%
8/9/2024Pekin Hardy Strauss Inc.15,000$145K0.0%N/A0.357%
8/8/2024Vanguard Capital Wealth Advisors15,200$147K0.1%-12.1%0.362%
7/16/2024PCG Wealth Advisors LLC146,311$1.42M0.6%N/A3.484%
5/20/2024Virtu Financial LLC43,793$387K0.0%+235.5%1.043%
3/14/2024Leo Wealth LLC67,832$655K0.1%N/A1.696%
2/5/2024Vanguard Capital Wealth Advisors17,300$167K0.1%N/A0.433%
1/23/2024Visionary Horizons LLC11,000$106K0.1%N/A0.275%
8/2/2023Bank of Montreal Can118,500$1.18M0.0%N/A2.963%
7/25/2023Leo Brokerage LLC64,702$572K0.1%+12.2%1.638%
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5/9/2023Laffer Tengler Investments12,203$118K0.0%N/A0.260%
5/2/2023Leo Brokerage LLC57,670$559K0.1%N/A1.227%
5/1/2023Virtu Financial LLC37,599$364K0.0%N/A0.800%
4/21/2023PFG Advisors10,718$104K0.0%N/A0.228%
2/8/2023Belpointe Asset Management LLC17,998$189K0.0%N/A0.379%
2/1/2023Bank of Montreal Can58,518$614K0.0%N/A1.232%
11/14/2022Equitable Holdings Inc.10,718$90K0.0%N/A0.230%
11/7/2022Virtu Financial LLC17,242$146K0.0%-68.1%0.371%
11/3/2022Patriot Investment Management Inc.13,250$111K0.0%-15.6%0.285%
10/25/2022Raymond James Financial Services Advisors Inc.10,115$85K0.0%N/A0.218%


PLTM Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 institutional investors and hedge funds held shares of GraniteShares Platinum Trust. The most heavily invested institutionals were LPL Financial LLC ($7.85M), Southeast Asset Advisors LLC ($7.08M), Wealth Watch Advisors INC ($5.41M), Raymond James Financial Inc. ($2.62M), PCG Wealth Advisors LLC ($2.18M), MML Investors Services LLC ($1.96M), and Envestnet Asset Management Inc. ($1.58M).Learn more on GraniteShares Platinum Trust's institutional investors.

Of the 43 institutional investors that purchased GraniteShares Platinum Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Southeast Asset Advisors LLC ($358.65K), Raymond James Financial Inc. ($346.76K), Wealth Watch Advisors INC ($267.16K), PCG Wealth Advisors LLC ($184.28K), LPL Financial LLC ($103.30K), MML Investors Services LLC ($99.09K), and Sigma Planning Corp ($98.46K).

Institutional investors have bought a total of 1,674,305 shares in the last 24 months. This purchase volume represents approximately $30.43M in transactions.

Of the 10 institutional investors that sold GraniteShares Platinum Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sigma Planning Corp ($171.76K), RFG Advisory LLC ($22.29K), Cetera Investment Advisers ($11.49K), Sovereign Financial Group Inc. ($9.95K), PCG Wealth Advisors LLC ($9.01K), Envestnet Asset Management Inc. ($7.31K), and Commonwealth Equity Services LLC ($2.09K).

Institutional investors have sold a total of 237,255 shares in the last 24 months. This volume of shares sold represents approximately $4.43M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PLTM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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