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

Arkadios 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
2021 Q4	–	Sell	-122	Closed	-$2K	–	681
2021 Q3	$2K	Hold	122	–	–	﹤0.01%	1734
2021 Q2	$2K	Buy	+122	New	+$2.2K	﹤0.01%	1843
2021 Q1	–	Sell	-2,000	Closed	-$37K	–	1640
2020 Q4	$37K	Buy	2,000 +1,000	+100%	+$18.7K	0.01%	613
2020 Q3	$18.9K	Buy	+1,000	New	+$19K	0.01%	615

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

SVCF

Silicon Valley Community Foundation Mountain View, California $1.77B AUM 13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return

CJFS

Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Arkadios Wealth Advisors's BAR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of GraniteShares Gold Shares (BAR) in Q4 2021, closing a stake of 122 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in BAR in Q3 2020 and held it in 4 quarters. The position peaked at $37K in Q4 2020. 100 funds tracked by Wall St. Rank hold BAR as of Q4 2021.

Arkadios Wealth Advisors reported no remaining GraniteShares Gold Shares position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 122 GraniteShares Gold Shares shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in GraniteShares Gold Shares in Q3 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's GraniteShares Gold Shares position peaked at $37K in Q4 2020.
100 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.