AWA
BAR icon

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 $1.88B 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
SVCF
Silicon Valley Community Foundation Mountain View, California $1.77B AUM 13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return