Abbrea Capital’s GraniteShares Gold Shares BAR Stock Holding History

Abbrea Capital’s Portfolio BAR Stock Details BAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$200K	Buy	+8,725	New	+$201K	0.03%	226

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Abbrea Capital's BAR Position: Q2 2024 in Review

Abbrea Capital opened a new position in GraniteShares Gold Shares (BAR) in Q2 2024: 8,725 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #226 among its holdings.

126 funds tracked by Wall St. Rank hold BAR as of Q2 2024.

Abbrea Capital held 8,725 shares of GraniteShares Gold Shares worth $200K as of Q2 2024.
GraniteShares Gold Shares was a new Abbrea Capital position in Q2 2024.
GraniteShares Gold Shares made up 0.03% of Abbrea Capital's portfolio in Q2 2024, its #226 holding.
126 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2024.

Based on Abbrea Capital's 13F filing for Q2 2024, filed 8 Aug 2024.