Bank of Montreal
BAR icon

Bank of Montreal’s GraniteShares Gold Shares BAR Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-496,493
Closed -$10.9M – 3849
2024
Q1 		$10.9M Buy
496,493
+408,854
+467% +$8.37M ﹤0.01% 942
2023
Q4 		$1.8M Sell
87,639
-307,048
-78% -$6M ﹤0.01% 1743
2023
Q3 		$7.63M Buy
394,687
+5,764
+1% +$110K ﹤0.01% 1106
2023
Q2 		$7.54M Buy
+388,923
New +$7.61M ﹤0.01% 1139
2021
Q2 		– Sell
-2,200
Closed -$38K – 3753
2021
Q1 		$38K Sell
2,200
-100
-4% -$1.78K ﹤0.01% 3816
2020
Q4 		$42K Hold
2,300
– – ﹤0.01% 4038
2020
Q3 		$43K Buy
2,300
+700
+44% +$13.3K ﹤0.01% 3499
2020
Q2 		$29K Buy
1,600
+1,500
+1,500% +$25.6K ﹤0.01% 3681
2020
Q1 		$2K Sell
100
-2,944
-97% -$46.4K ﹤0.01% 3834
2019
Q4 		$46K Sell
3,044
-3,323
-52% -$49.1K ﹤0.01% 3877
2019
Q3 		$93K Buy
6,367
+1,990
+45% +$29.2K ﹤0.01% 3337
2019
Q2 		$62K Buy
+4,377
New +$57.1K ﹤0.01% 3587
2018
Q4 		– Sell
-1,330
Closed -$16K – 4665
2018
Q3 		$16K Hold
1,330
– – ﹤0.01% 3772
2018
Q2 		$17K Hold
1,330
– – ﹤0.01% 3788
2018
Q1 		$18K Buy
+1,330
New +$17.7K ﹤0.01% 3579

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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 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

Bank of Montreal's BAR Position: Q2 2024 in Review

Bank of Montreal sold out of GraniteShares Gold Shares (BAR) in Q2 2024, closing a stake of 496,493 shares — an estimated $10.9M sold.

Bank of Montreal first reported a position in BAR in Q1 2018 and held it in 15 quarters. The position peaked at $10.9M in Q1 2024. 126 funds tracked by Wall St. Rank hold BAR as of Q2 2024.

  • Bank of Montreal reported no remaining GraniteShares Gold Shares position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 496,493 GraniteShares Gold Shares shares in Q2 2024, an estimated $10.9M.
  • Bank of Montreal first reported a position in GraniteShares Gold Shares in Q1 2018 and held it in 15 quarters.
  • Bank of Montreal's GraniteShares Gold Shares position peaked at $10.9M in Q1 2024.
  • 126 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.