PLTM β€” GRANITESHARES PLATINUM TR

Ownership history in PCG Wealth Advisors, LLC  Β·  7 quarters on record

AI Ownership Summary

PCG Wealth Advisors, LLC reported GRANITESHARES PLATINUM TR (PLTM) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.92% in 2025 Q4. The latest visible filing shows PLTM at 0.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PLTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PCG Wealth Advisors, LLC's position in GRANITESHARES PLATINUM TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PLTM was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PCG Wealth Advisors, LLC held PLTM β€” position size vs. price
% of Fund (quarterly)    PLTM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 164,692 -6,031 -3.5% 0.92% $3.2M 2026-02-14 (Est.) $19.82
2025 Q3 ADDED 170,723 +9,359 +5.8% 0.75% $2.6M 2025-11-13 $15.16
2025 Q1 ADDED 161,364 +13,556 +9.2% 0.55% $1.6M 2025-05-05 $9.26
2024 Q4 REDUCED 147,808 -106 -0.1% 0.48% $1.3M 2025-01-21 $9.14
2024 Q3 ADDED 147,914 +1,603 +1.1% 0.54% $1.4M 2024-10-16 $9.66
2024 Q2 ADDED 146,311 +127,668 +684.8% 0.62% $1.4M 2024-07-15 $9.68
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About PCG Wealth Advisors, LLC and PLTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has PCG Wealth Advisors, LLC reported owning PLTM?

PCG Wealth Advisors, LLC reported PLTM across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported PLTM position in PCG Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for PLTM was 0.92% in 2025 Q4.

What is the latest reported PLTM position on this page?

The most recent filing on this page is 2025 Q4, when PCG Wealth Advisors, LLC reported 164,692 shares, equal to 0.92% of portfolio, with an estimated market value of $3.2M.

What does the chart on this PLTM ownership page compare?

The chart compares PCG Wealth Advisors, LLC's quarterly PLTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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