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 $1.97B 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

Allworth Financial's BAR Position: Q4 2022 in Review

Allworth Financial sold out of GraniteShares Gold Shares (BAR) in Q4 2022, closing a stake of 371 shares — an estimated $6K sold.

Allworth Financial first reported a position in BAR in Q4 2019 and held it in 10 quarters. The position peaked at $7K in Q2 2022. 114 funds tracked by Wall St. Rank hold BAR as of Q4 2022.

Allworth Financial reported no remaining GraniteShares Gold Shares position as of Q4 2022 after selling out during the quarter.
Allworth Financial sold 371 GraniteShares Gold Shares shares in Q4 2022, an estimated $6K.
Allworth Financial first reported a position in GraniteShares Gold Shares in Q4 2019 and held it in 10 quarters.
Allworth Financial's GraniteShares Gold Shares position peaked at $7K in Q2 2022.
114 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2022.

Based on Allworth Financial's 13F filing for Q4 2022, filed 13 Jan 2023.