PLTM — GRANITESHARES PLATINUM TR

Ownership history in IAM Advisory, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in GRANITESHARES PLATINUM TR (PLTM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q4)
Avg. % of fund
0.05%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 12,200 — — 0.05% $241K $19.73
% of Fund (quarterly)    PLTM price (monthly, adj. close)

Other funds also holding PLTM

As of 2025 Q4 — sorted by position size

Wealth Watch Advisors, INC 1.75% PCG Wealth Advisors, LLC 3Y 0.92% Southeast Asset Advisors, LLC 3Y 7Y 0.67% Sigma Planning Corp 3Y 7Y 0.11% Sovereign Financial Group, Inc. 3Y 0.07% TWIN FOCUS CAPITAL PARTNERS, LLC 3Y 7Y 0.07% Encompass More Asset Management 0.07% LAFFER TENGLER INVESTMENTS, INC. 3Y 7Y 0.06% CITY HOLDING CO 3Y 7Y 0.04% MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3Y 7Y 0.04%
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