AF
BAR icon

Allworth Financial’s GraniteShares Gold Shares BAR Stock Holding History

Allworth Financial’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
-371
Closed -$6K – 3018
2022
Q3 		$6K Hold
371
– – ﹤0.01% 1805
2022
Q2 		$7K Hold
371
– – ﹤0.01% 1658
2022
Q1 		$7K Hold
371
– – ﹤0.01% 1559
2021
Q4 		$7K Hold
371
– – ﹤0.01% 1490
2021
Q3 		$6K Hold
371
– – ﹤0.01% 1459
2021
Q2 		$7K Hold
371
– – ﹤0.01% 1121
2021
Q1 		$6K Hold
371
– – ﹤0.01% 1083
2020
Q4 		$7K Hold
371
– – ﹤0.01% 910
2020
Q3 		$7K Buy
+371
New +$7.06K ﹤0.01% 777
2020
Q1 		– Sell
-274
Closed -$4K – 1225
2019
Q4 		$4K Buy
+274
New +$4.05K ﹤0.01% 787

Other funds holding BAR

JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
Bank of America
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return