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Clear Point Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Clear Point 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 		$4.33M Buy
93,884
+2,913
+3% +$140K 3.36% 10
2025
Q4 		$3.87M Sell
90,971
-2,645
-3% -$108K 3% 6
2025
Q3 		$3.56M Sell
93,616
-3,510
-4% -$120K 2.77% 9
2025
Q2 		$3.11M Buy
97,126
+600
+0.6% +$19.4K 2.62% 10
2025
Q1 		$2.98M Buy
96,526
+8,493
+10% +$240K 2.68% 10
2024
Q4 		$2.28M Buy
88,033
+594
+0.7% +$15.6K 1.95% 12
2024
Q3 		$2.27M Buy
87,439
+5,706
+7% +$140K 1.76% 12
2024
Q2 		$1.88M Buy
81,733
+1,109
+1% +$25.6K 1.54% 13
2024
Q1 		$1.77M Buy
80,624
+1,033
+1% +$21.2K 1.46% 14
2023
Q4 		$1.62M Buy
+79,591
New +$1.56M 1.43% 14

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