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

Artemis 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
2023 Q4	–	Sell	-1,481	Closed	-$27.1K	–	32
2023 Q3	$27.1K	Hold	1,481	–	–	0.01%	56
2023 Q2	$28.2K	Hold	1,481	–	–	0.01%	55
2023 Q1	$28.9K	Sell	1,481 -8,432	-85%	-$158K	0.01%	46
2022 Q4	$179K	Hold	9,913	–	–	0.05%	29
2022 Q3	$163K	Hold	9,913	–	–	0.04%	34
2022 Q2	$178K	Buy	+9,913	New	+$184K	0.05%	39

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Artemis Wealth Advisors's BAR Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of GraniteShares Gold Shares (BAR) in Q4 2023, closing a stake of 1,481 shares — an estimated $27.1K sold.

Artemis Wealth Advisors first reported a position in BAR in Q2 2022 and held it in 6 quarters. The position peaked at $179K in Q4 2022. 120 funds tracked by Wall St. Rank hold BAR as of Q4 2023.

Artemis Wealth Advisors reported no remaining GraniteShares Gold Shares position as of Q4 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 1,481 GraniteShares Gold Shares shares in Q4 2023, an estimated $27.1K.
Artemis Wealth Advisors first reported a position in GraniteShares Gold Shares in Q2 2022 and held it in 6 quarters.
Artemis Wealth Advisors's GraniteShares Gold Shares position peaked at $179K in Q4 2022.
120 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.