Cetera Advisors
BAR icon

Cetera Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Cetera Advisors’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
2024
Q1 		$4.92M Buy
223,979
+139,290
+164% +$2.85M 0.04% 468
2023
Q4 		$1.73M Buy
84,689
+2,259
+3% +$44.2K 0.02% 552
2023
Q3 		$1.51M Sell
82,430
-6,595
-7% -$126K 0.02% 566
2023
Q2 		$1.69M Buy
89,025
+2,842
+3% +$55.6K 0.03% 523
2023
Q1 		$1.68M Buy
86,183
+253
+0.3% +$4.74K 0.03% 508
2022
Q4 		$1.55M Buy
+85,930
New +$1.47M 0.03% 518

Other funds holding BAR

Jordan Park Group
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Richard Bernstein Advisors
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Advisors's BAR Position: Q1 2024 in Review

Cetera Advisors increased its GraniteShares Gold Shares (BAR) stake by 164% in Q1 2024, buying an estimated $2.85M and bringing the position to 223,979 shares worth $4.92M. The position accounts for 0.04% of the portfolio, ranked #468.

Cetera Advisors first reported a position in BAR in Q4 2022 and has held it in 6 quarters since. 120 funds tracked by Wall St. Rank hold BAR as of Q1 2024.

  • Cetera Advisors held 223,979 shares of GraniteShares Gold Shares worth $4.92M as of Q1 2024.
  • Cetera Advisors bought 139,290 GraniteShares Gold Shares shares in Q1 2024, an estimated $2.85M.
  • GraniteShares Gold Shares made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #468 holding.
  • Cetera Advisors first reported a position in GraniteShares Gold Shares in Q4 2022 and has held it in 6 quarters since.
  • 120 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.