Advanced Research Investment Solutions’s GraniteShares Gold Shares BAR Stock Holding History

Advanced Research Investment Solutions’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
2022 Q4	–	Sell	-4,111	Closed	-$68K	–	35
2022 Q3	$68K	Hold	4,111	–	–	0.04%	80
2022 Q2	$74K	Hold	4,111	–	–	0.04%	43
2022 Q1	$79K	Hold	4,111	–	–	0.03%	63
2021 Q4	$74K	Hold	4,111	–	–	0.03%	84
2021 Q3	$71.7K	Buy	+4,111	New	+$73.1K	0.04%	68

Other funds holding BAR

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $65.2B AUM 31.44% 1-Year Est. Return

CJFS

Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Advanced Research Investment Solutions's BAR Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of GraniteShares Gold Shares (BAR) in Q4 2022, closing a stake of 4,111 shares — an estimated $68K sold.

Advanced Research Investment Solutions first reported a position in BAR in Q3 2021 and held it in 5 quarters. The position peaked at $79K in Q1 2022. 114 funds tracked by Wall St. Rank hold BAR as of Q4 2022.

Advanced Research Investment Solutions reported no remaining GraniteShares Gold Shares position as of Q4 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 4,111 GraniteShares Gold Shares shares in Q4 2022, an estimated $68K.
Advanced Research Investment Solutions first reported a position in GraniteShares Gold Shares in Q3 2021 and held it in 5 quarters.
Advanced Research Investment Solutions's GraniteShares Gold Shares position peaked at $79K in Q1 2022.
114 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.