PCG Wealth Advisors, LLC
- SEC CIK
- 0001905393
- Latest filing
- Aug 3, 2026
PLTM holding history
GraniteShares Platinum Trust in every 13F filed by PCG Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PLTM overviewAll 13F holders of PLTMFull Q2 2026 holdings
- Shares (Q2 2026)
- 145,997
- Value
- $2.18M
- % of portfolio
- 0.5%
- Quarters held
- 9
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 145,997 | $2.18M | 0.5% | −2,974−2.0% | Reduced | Holders |
| Q1 2026 | 148,971 | $2.82M | 0.7% | −15,721−9.5% | Reduced | Holders |
| Q4 2025 | 164,692 | $3.25M | 0.9% | −6,031−3.5% | Reduced | Holders |
| Q3 2025 | 170,723 | $2.58M | 0.8% | +170,723 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −161,364−100.0% | Sold out | Holders |
| Q1 2025 | 161,364 | $1.56M | 0.5% | +13,556+9.2% | Added | Holders |
| Q4 2024 | 147,808 | $1.30M | 0.5% | −106−0.1% | Reduced | Holders |
| Q3 2024 | 147,914 | $1.41M | 0.5% | +1,603+1.1% | Added | Holders |
| Q2 2024 | 146,311 | $1.41M | 0.6% | +146,311 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −18,643−100.0% | Sold out | Holders |
| Q3 2023 | 18,643 | $164.3K | 0.1% | +18,643 | New | Holders |