AWA
BAR icon

Amplius Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Amplius Wealth Advisors’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
Q1 		– Sell
-100
Closed -$1K – 239
2021
Q4 		$1K Buy
+100
New +$1.78K ﹤0.01% 874

Other funds holding BAR

JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
Bank of America
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Amplius Wealth Advisors's BAR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of GraniteShares Gold Shares (BAR) in Q1 2022, closing a stake of 100 shares — an estimated $1K sold.

Amplius Wealth Advisors first reported a position in BAR in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 109 funds tracked by Wall St. Rank hold BAR as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining GraniteShares Gold Shares position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 100 GraniteShares Gold Shares shares in Q1 2022, an estimated $1K.
  • Amplius Wealth Advisors first reported a position in GraniteShares Gold Shares in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's GraniteShares Gold Shares position peaked at $1K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.