AA
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Axiom Advisory’s GraniteShares Gold Shares BAR Stock Holding History

Axiom Advisory’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
2024
Q3 		$849K Buy
34,688
+542
+2% +$13.3K 0.01% 176
2024
Q2 		$789K Buy
+34,146
New +$789K 0.01% 173

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Axiom Advisory's BAR Position: Q3 2024 in Review

Axiom Advisory increased its GraniteShares Gold Shares (BAR) stake by 1.6% in Q3 2024, buying an estimated $13.3K and bringing the position to 34,688 shares worth $849K. The position accounts for 0.01% of the portfolio, ranked #176.

Axiom Advisory first reported a position in BAR in Q2 2024 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold BAR as of Q3 2024.

  • Axiom Advisory held 34,688 shares of GraniteShares Gold Shares worth $849K as of Q3 2024.
  • Axiom Advisory bought 542 GraniteShares Gold Shares shares in Q3 2024, an estimated $13.3K.
  • GraniteShares Gold Shares made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #176 holding.
  • Axiom Advisory first reported a position in GraniteShares Gold Shares in Q2 2024 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.