B. Riley Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

B. Riley 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
2022 Q2	$268	Buy	14,942 +3,224	+28%	+$59.8K	﹤0.01%	565
2022 Q1	$225K	Sell	11,718 -5,000	-30%	-$93.2K	0.02%	527
2021 Q4	$303K	Sell	16,718 -4,174	-20%	-$74.4K	0.02%	475
2021 Q3	$364K	Hold	20,892	–	–	0.03%	408
2021 Q2	$367K	Sell	20,892 -500	-2%	-$9.01K	0.04%	279
2021 Q1	$363K	Sell	21,392 -2,000	-9%	-$35.6K	0.04%	267
2020 Q4	$442K	Sell	23,392 -6,664	-22%	-$124K	0.06%	218
2020 Q3	$564K	Buy	30,056 +7,364	+32%	+$140K	0.07%	208
2020 Q2	$403K	Buy	22,692 +436	+2%	+$7.44K	0.04%	253
2020 Q1	$349K	Buy	22,256 +12,256	+123%	+$193K	0.04%	328
2019 Q4	$151K	Hold	10,000	–	–	0.02%	375
2019 Q3	$147K	Buy	+10,000	New	+$147K	0.03%	358

Other funds holding BAR

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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

B. Riley Wealth Management's BAR Position: Q2 2022 in Review

B. Riley Wealth Management increased its GraniteShares Gold Shares (BAR) stake by 28% in Q2 2022, buying an estimated $59.8K and bringing the position to 14,942 shares worth $268. The position accounts for ﹤0.01% of the portfolio, ranked #565.

B. Riley Wealth Management first reported a position in BAR in Q3 2019 and has held it in 12 quarters since. The position peaked at $564K in Q3 2020. 112 funds tracked by Wall St. Rank hold BAR as of Q2 2022.

B. Riley Wealth Management held 14,942 shares of GraniteShares Gold Shares worth $268 as of Q2 2022.
B. Riley Wealth Management bought 3,224 GraniteShares Gold Shares shares in Q2 2022, an estimated $59.8K.
GraniteShares Gold Shares made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #565 holding.
B. Riley Wealth Management first reported a position in GraniteShares Gold Shares in Q3 2019 and has held it in 12 quarters since.
B. Riley Wealth Management's GraniteShares Gold Shares position peaked at $564K in Q3 2020.
112 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.