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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$931K Buy
28,536
+5,319
+23% +$174K 0.36% 71
2025
Q1
$716K Sell
23,217
-7,569
-25% -$233K 0.29% 83
2024
Q4
$797K Sell
30,786
-6,117
-17% -$158K 0.33% 78
2024
Q3
$958K Sell
36,903
-38,993
-51% -$1.01M 0.39% 68
2024
Q2
$1.74M Sell
75,896
-6,207
-8% -$143K 0.84% 35
2024
Q1
$1.8M Buy
82,103
+3,202
+4% +$70.3K 0.78% 37
2023
Q4
$1.61M Buy
+78,901
New +$1.61M 0.69% 37