Corient Private Wealth’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
$674K Buy
20,651
+480
+2% +$15.7K ﹤0.01% 1630
2025
Q1
$622K Buy
20,171
+7,585
+60% +$234K ﹤0.01% 1494
2024
Q4
$326K Buy
12,586
+1,318
+12% +$34.1K ﹤0.01% 1850
2024
Q3
$293K Sell
11,268
-575
-5% -$14.9K ﹤0.01% 1999
2024
Q2
$272K Buy
11,843
+579
+5% +$13.3K ﹤0.01% 1959
2024
Q1
$247K Sell
11,264
-270
-2% -$5.93K ﹤0.01% 1986
2023
Q4
$235K Buy
11,534
+375
+3% +$7.65K ﹤0.01% 1990
2023
Q3
$204K Buy
11,159
+65
+0.6% +$1.19K ﹤0.01% 1909
2023
Q2
$211K Buy
11,094
+218
+2% +$4.14K ﹤0.01% 1840
2023
Q1
$212K Sell
10,876
-156
-1% -$3.04K ﹤0.01% 1766
2022
Q4
$199K Buy
+11,032
New +$199K ﹤0.01% 1491