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

BerganKDV 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
2020 Q2	–	Sell	-580	Closed	-$9K	–	959
2020 Q1	$9K	Hold	580	–	–	﹤0.01%	501
2019 Q4	$9K	Hold	580	–	–	﹤0.01%	533
2019 Q3	$9K	Hold	580	–	–	﹤0.01%	508
2019 Q2	$8K	Hold	580	–	–	﹤0.01%	536
2019 Q1	$7K	Hold	580	–	–	﹤0.01%	561
2018 Q4	$7K	Buy	+580	New	+$7.11K	﹤0.01%	514

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 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 $609B AUM 40.19% 1-Year Est. Return

CIA

CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

BerganKDV Wealth Management's BAR Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of GraniteShares Gold Shares (BAR) in Q2 2020, closing a stake of 580 shares — an estimated $9K sold.

BerganKDV Wealth Management first reported a position in BAR in Q4 2018 and held it in 6 quarters. The position peaked at $9K in Q1 2020. 61 funds tracked by Wall St. Rank hold BAR as of Q2 2020.

BerganKDV Wealth Management reported no remaining GraniteShares Gold Shares position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 580 GraniteShares Gold Shares shares in Q2 2020, an estimated $9K.
BerganKDV Wealth Management first reported a position in GraniteShares Gold Shares in Q4 2018 and held it in 6 quarters.
BerganKDV Wealth Management's GraniteShares Gold Shares position peaked at $9K in Q1 2020.
61 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.