CCIA
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Cherry Creek Investment Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Cherry Creek Investment 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
2026
Q1 		$3.04M Sell
65,800
-11,775
-15% -$565K 1.32% 21
2025
Q4 		$3.3M Sell
77,575
-371
-0.5% -$15.2K 1.41% 19
2025
Q3 		$2.97M Buy
77,946
+718
+0.9% +$24.5K 1.28% 20
2025
Q2 		$2.52M Buy
77,228
+1,134
+1% +$36.7K 1.18% 23
2025
Q1 		$2.35M Buy
76,094
+1,660
+2% +$47K 1.22% 22
2024
Q4 		$1.93M Sell
74,434
-8,068
-10% -$212K 0.95% 25
2024
Q3 		$2.14M Buy
82,502
+1,475
+2% +$36.1K 1.11% 25
2024
Q2 		$1.86M Buy
81,027
+4,193
+5% +$96.8K 0.97% 25
2024
Q1 		$1.69M Buy
+76,834
New +$1.57M 0.91% 27

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return