AWM
BAR icon

Avior Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-542
Closed -$14K – 873
2024
Q4 		$14K Buy
+542
New +$14.2K ﹤0.01% 1517

Other funds holding BAR

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Avior Wealth Management's BAR Position: Q1 2025 in Review

Avior Wealth Management sold out of GraniteShares Gold Shares (BAR) in Q1 2025, closing a stake of 542 shares — an estimated $14K sold.

Avior Wealth Management first reported a position in BAR in Q4 2024 and held it in 1 quarter. The position peaked at $14K in Q4 2024. 128 funds tracked by Wall St. Rank hold BAR as of Q1 2025.

  • Avior Wealth Management reported no remaining GraniteShares Gold Shares position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 542 GraniteShares Gold Shares shares in Q1 2025, an estimated $14K.
  • Avior Wealth Management first reported a position in GraniteShares Gold Shares in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's GraniteShares Gold Shares position peaked at $14K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.