Advisor Group’s GraniteShares Gold Shares BAR Stock Holding History

Advisor Group’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
2019 Q4	$63K	Buy	4,204 +5	+0.1%	+$74	﹤0.01%	3259
2019 Q3	$61K	Buy	4,199 +3,129	+292%	+$46K	﹤0.01%	3237
2019 Q2	$15K	Hold	1,070	–	–	﹤0.01%	4138
2019 Q1	$14K	Buy	+1,070	New	+$13.9K	﹤0.01%	4174

Other funds holding BAR

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

JPG

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

RBA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

CIA

CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Advisor Group's BAR Position: Q4 2019 in Review

Advisor Group increased its GraniteShares Gold Shares (BAR) stake by 0.12% in Q4 2019, buying an estimated $74 and bringing the position to 4,204 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #3259.

Advisor Group first reported a position in BAR in Q1 2019 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold BAR as of Q4 2019.

Advisor Group held 4,204 shares of GraniteShares Gold Shares worth $63K as of Q4 2019.
Advisor Group bought 5 GraniteShares Gold Shares shares in Q4 2019, an estimated $74.
GraniteShares Gold Shares made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3259 holding.
Advisor Group first reported a position in GraniteShares Gold Shares in Q1 2019 and has held it in 4 quarters since.
52 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.