AE Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
67,209
-12,028
| -15% | -$393K | 0.02% | 518 |
|
|
2025
Q1 | $2.44M | Sell |
79,237
-231
| -0.3% | -$7.12K | 0.02% | 480 |
|
|
2024
Q4 | $2.06M | Sell |
79,468
-4,957
| -6% | -$128K | 0.02% | 516 |
|
|
2024
Q3 | $2.19M | Sell |
84,425
-2,114
| -2% | -$54.9K | 0.02% | 509 |
|
|
2024
Q2 | $1.99M | Sell |
86,539
-5,726
| -6% | -$131K | 0.02% | 521 |
|
|
2024
Q1 | $2.03M | Sell |
92,265
-29,478
| -24% | -$647K | 0.02% | 486 |
|
|
2023
Q4 | $2.43M | Buy |
121,743
+20,970
| +21% | +$418K | 0.01% | 836 |
|
|
2023
Q3 | $1.84M | Sell |
100,773
-3,763
| -4% | -$68.8K | 0.01% | 875 |
|
|
2023
Q2 | $1.99M | Buy |
104,536
+66,884
| +178% | +$1.27M | 0.01% | 851 |
|
|
2023
Q1 | $735K | Buy |
+37,652
| New | +$735K | ﹤0.01% | 1170 |
|