Castle Rock 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
$232K Buy
6,924
+209
+3% +$7K 0.05% 231
2025
Q1
$206K Buy
+6,715
New +$206K 0.06% 222
2024
Q3
Sell
-8,847
Closed -$204K 243
2024
Q2
$204K Hold
8,847
0.05% 233
2024
Q1
$202K Buy
+8,847
New +$202K 0.06% 230
2023
Q2
Sell
-10,559
Closed -$213K 211
2023
Q1
$213K Hold
10,559
0.08% 201
2022
Q4
$202K Hold
10,559
0.09% 213
2022
Q3
$174K Hold
10,559
0.09% 191
2022
Q2
$182K Hold
10,559
0.09% 203
2022
Q1
$204K Buy
+10,559
New +$204K 0.09% 224