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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of New York Mellon

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

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

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Envestnet Asset Management

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return