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CA
Calton & Associates’s
GraniteShares Gold Shares
BAR
Stock Holding History
Calton & Associates’s Portfolio
BAR Stock Details
BAR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$249K
Buy
5,404
+629
+13%
+$30.2K
0.04%
361
2025
Q4
$203K
Buy
+4,775
New
+$195K
0.03%
427
2024
Q1
–
Sell
-11,413
Closed
-$233K
–
194
2023
Q4
$233K
Buy
+11,413
New
+$223K
0.09%
207
2023
Q2
–
Sell
-17,098
Closed
-$334K
–
213
2023
Q1
$334K
Sell
17,098
-451
-3%
-$8.45K
0.15%
140
2022
Q4
$317K
Sell
17,549
-26,742
-60%
-$458K
0.12%
187
2022
Q3
$729K
Buy
44,291
+23,583
+114%
+$403K
0.42%
61
2022
Q2
$370K
Buy
20,708
+2,547
+14%
+$47.3K
0.21%
128
2022
Q1
$348K
Sell
18,161
-30,115
-62%
-$561K
0.1%
213
2021
Q4
$876K
Sell
48,276
-1,211
-2%
-$21.6K
0.23%
115
2021
Q3
$863K
Sell
49,487
-991
-2%
-$17.6K
0.19%
134
2021
Q2
$888K
Sell
50,478
-424
-0.8%
-$7.64K
0.17%
129
2021
Q1
$864K
Buy
50,902
+7,045
+16%
+$126K
0.17%
122
2020
Q4
$828K
Buy
43,857
+41
+0.1%
+$765
0.15%
126
2020
Q3
$822K
Buy
+43,816
New
+$834K
0.17%
110
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$374B AUM
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1-Year Est. Return
Royal Bank of Canada
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1-Year Est. Return
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$56.4B AUM
24.96%
1-Year Est. Return
AIM
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$1.12B AUM
22.08%
1-Year Est. Return
AFP
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$2.25B AUM
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BOPW
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$1.32B AUM
20.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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