Institutional Ownership Granite Shares Platinum Trust (PLTM)
This table provides information about the institutional ownership of Granite Shares Platinum Trust (PLTM). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 1.72 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
8,000
shares
|
$119,040
0.0% of portfolio
|
Q3 2025
Reduced 90.28%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
2,104
shares
|
$31,307
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,225
shares
|
$18,228
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
1,000
shares
|
$14,880
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
1,000
shares
|
$14,880
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
939
shares
|
$13,972
0.0% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
754
shares
|
$11,219
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
747
shares
|
$11,115
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
565
shares
|
$8,407
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
500
shares
|
$7,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
500
shares
|
$7,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
300
shares
|
$4,464
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
237
shares
|
$3,526
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
119
shares
|
$1,770
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3
shares
|
$44
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
3
shares
|
$44
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|