Betterment LLC’s GraniteShares Gold Shares BAR Stock Holding History

Betterment LLC’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
2025 Q1	–	Sell	-7,960	Closed	-$206K	–	459
2024 Q4	$206K	Buy	+7,960	New	+$209K	﹤0.01%	443
2023 Q1	–	Sell	-10,586	Closed	-$191K	–	266
2022 Q4	$191K	Buy	+10,586	New	+$181K	﹤0.01%	251

Other funds holding BAR

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Betterment LLC's BAR Position: Q1 2025 in Review

Betterment LLC sold out of GraniteShares Gold Shares (BAR) in Q1 2025, closing a stake of 7,960 shares — an estimated $206K sold.

Betterment LLC first reported a position in BAR in Q4 2022 and held it in 2 quarters. The position peaked at $206K in Q4 2024. 128 funds tracked by Wall St. Rank hold BAR as of Q1 2025.

Betterment LLC reported no remaining GraniteShares Gold Shares position as of Q1 2025 after selling out during the quarter.
Betterment LLC sold 7,960 GraniteShares Gold Shares shares in Q1 2025, an estimated $206K.
Betterment LLC first reported a position in GraniteShares Gold Shares in Q4 2022 and held it in 2 quarters.
Betterment LLC's GraniteShares Gold Shares position peaked at $206K in Q4 2024.
128 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2025.

Based on Betterment LLC's 13F filing for Q1 2025, filed 15 May 2025.