BFA
Brendel Financial Advisors’s GraniteShares Gold Shares BAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Buy |
151,280
+1,555
| +1% | +$50.8K | 2.77% | 3 |
|
|
2025
Q1 | $4.62M | Buy |
149,725
+1,724
| +1% | +$53.2K | 2.81% | 4 |
|
|
2024
Q4 | $3.83M | Sell |
148,001
-2,062
| -1% | -$53.4K | 2.32% | 10 |
|
|
2024
Q3 | $3.9M | Hold |
150,063
| – | – | 2.21% | 12 |
|
|
2024
Q2 | $3.45M | Sell |
150,063
-4,383
| -3% | -$101K | 2.19% | 10 |
|
|
2024
Q1 | $3.39M | Buy |
154,446
+345
| +0.2% | +$7.58K | 3.88% | 6 |
|
|
2023
Q4 | $3.14M | Buy |
154,101
+1,538
| +1% | +$31.4K | 2.06% | 19 |
|
|
2023
Q3 | $2.79M | Sell |
152,563
-24,087
| -14% | -$440K | 4.14% | 11 |
|
|
2023
Q2 | $3.36M | Buy |
176,650
+6,188
| +4% | +$118K | 5.05% | 3 |
|
|
2023
Q1 | $3.33M | Buy |
170,462
+28,059
| +20% | +$547K | 2.46% | 11 |
|
|
2022
Q4 | $2.57M | Hold |
142,403
| – | – | 5.15% | 4 |
|
|
2022
Q3 | $2.35M | Buy |
+142,403
| New | +$2.35M | 5.57% | 3 |
|