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Alpha Financial Partners’s GraniteShares Gold Shares BAR Stock Holding History

Alpha Financial Partners’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
2024
Q4 		– Sell
-17,167
Closed -$446K – 88
2024
Q3 		$446K Buy
+17,167
New +$420K 0.32% 58

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Royal Bank of Canada
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LPL Financial
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BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Alpha Financial Partners's BAR Position: Q4 2024 in Review

Alpha Financial Partners sold out of GraniteShares Gold Shares (BAR) in Q4 2024, closing a stake of 17,167 shares — an estimated $446K sold.

Alpha Financial Partners first reported a position in BAR in Q3 2024 and held it in 1 quarter. The position peaked at $446K in Q3 2024. 122 funds tracked by Wall St. Rank hold BAR as of Q4 2024.

  • Alpha Financial Partners reported no remaining GraniteShares Gold Shares position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 17,167 GraniteShares Gold Shares shares in Q4 2024, an estimated $446K.
  • Alpha Financial Partners first reported a position in GraniteShares Gold Shares in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's GraniteShares Gold Shares position peaked at $446K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.