Abound Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Abound Wealth Management’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
2023 Q3	–	Sell	-356	Closed	-$6.77K	–	1172
2023 Q2	$6.77K	Buy	+356	New	+$6.97K	﹤0.01%	419

Other funds holding BAR

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

CIM

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

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

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

BOPW

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

Abound Wealth Management's BAR Position: Q3 2023 in Review

Abound Wealth Management sold out of GraniteShares Gold Shares (BAR) in Q3 2023, closing a stake of 356 shares — an estimated $6.77K sold.

Abound Wealth Management first reported a position in BAR in Q2 2023 and held it in 1 quarter. The position peaked at $6.77K in Q2 2023. 115 funds tracked by Wall St. Rank hold BAR as of Q3 2023.

Abound Wealth Management reported no remaining GraniteShares Gold Shares position as of Q3 2023 after selling out during the quarter.
Abound Wealth Management sold 356 GraniteShares Gold Shares shares in Q3 2023, an estimated $6.77K.
Abound Wealth Management first reported a position in GraniteShares Gold Shares in Q2 2023 and held it in 1 quarter.
Abound Wealth Management's GraniteShares Gold Shares position peaked at $6.77K in Q2 2023.
115 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2023.

Based on Abound Wealth Management's 13F filing for Q3 2023, filed 8 Aug 2024.