BIA
BAR icon

Barry Investment Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Barry Investment 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
Q3 		– Sell
-15,581
Closed -$296K – 114
2023
Q2 		$296K Sell
15,581
-7,018
-31% -$137K 0.1% 93
2023
Q1 		$441K Sell
22,599
-16,111
-42% -$302K 0.14% 79
2022
Q4 		$699K Sell
38,710
-12,089
-24% -$207K 0.22% 65
2022
Q3 		$837K Sell
50,799
-12,022
-19% -$206K 0.29% 50
2022
Q2 		$1.13M Sell
62,821
-14,058
-18% -$261K 0.34% 47
2022
Q1 		$1.48M Sell
76,879
-552
-0.7% -$10.3K 0.39% 43
2021
Q4 		$1.41M Sell
77,431
-6,880
-8% -$123K 0.37% 41
2021
Q3 		$1.47M Buy
84,311
+13,750
+19% +$244K 0.41% 37
2021
Q2 		$1.24M Buy
70,561
+51,372
+268% +$926K 0.33% 42
2021
Q1 		$326K Buy
19,189
+1,201
+7% +$21.4K 0.09% 88
2020
Q4 		$340K Buy
+17,988
New +$336K 0.1% 84

Other funds holding BAR

JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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 $1.19B AUM 17.95% 1-Year Est. Return