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Claraphi Advisory Network’s GraniteShares Gold Shares BAR Stock Holding History

Claraphi Advisory Network’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
2022
Q4 		– Sell
-19,055
Closed -$314K – 163
2022
Q3 		$314K Buy
19,055
+8,100
+74% +$139K 0.17% 138
2022
Q2 		$196K Buy
10,955
+205
+2% +$3.81K 0.07% 249
2022
Q1 		$206K Buy
+10,750
New +$200K 0.06% 258

Other funds holding BAR

JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Claraphi Advisory Network's BAR Position: Q4 2022 in Review

Claraphi Advisory Network sold out of GraniteShares Gold Shares (BAR) in Q4 2022, closing a stake of 19,055 shares — an estimated $314K sold.

Claraphi Advisory Network first reported a position in BAR in Q1 2022 and held it in 3 quarters. The position peaked at $314K in Q3 2022. 114 funds tracked by Wall St. Rank hold BAR as of Q4 2022.

  • Claraphi Advisory Network reported no remaining GraniteShares Gold Shares position as of Q4 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 19,055 GraniteShares Gold Shares shares in Q4 2022, an estimated $314K.
  • Claraphi Advisory Network first reported a position in GraniteShares Gold Shares in Q1 2022 and held it in 3 quarters.
  • Claraphi Advisory Network's GraniteShares Gold Shares position peaked at $314K in Q3 2022.
  • 114 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.