Corient Private Wealth
BAR icon

Corient Private Wealth’s GraniteShares Gold Shares BAR Stock Holding History

Corient Private Wealth’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 		$774K Sell
16,776
-17,352
-51% -$833K ﹤0.01% 1788
2025
Q4 		$1.45M Buy
34,128
+19,429
+132% +$795K ﹤0.01% 1692
2025
Q3 		$559K Sell
14,699
-5,952
-29% -$203K ﹤0.01% 1737
2025
Q2 		$674K Buy
20,651
+480
+2% +$15.6K ﹤0.01% 1545
2025
Q1 		$622K Buy
20,171
+7,585
+60% +$215K ﹤0.01% 1497
2024
Q4 		$326K Buy
12,586
+1,318
+12% +$34.6K ﹤0.01% 1851
2024
Q3 		$293K Sell
11,268
-575
-5% -$14.1K ﹤0.01% 2025
2024
Q2 		$272K Buy
11,843
+579
+5% +$13.4K ﹤0.01% 1965
2024
Q1 		$247K Sell
11,264
-270
-2% -$5.53K ﹤0.01% 1993
2023
Q4 		$235K Buy
11,534
+375
+3% +$7.33K ﹤0.01% 1992
2023
Q3 		$204K Buy
11,159
+65
+0.6% +$1.24K ﹤0.01% 1914
2023
Q2 		$211K Buy
11,094
+218
+2% +$4.27K ﹤0.01% 1851
2023
Q1 		$212K Sell
10,876
-156
-1% -$2.92K ﹤0.01% 1776
2022
Q4 		$199K Buy
+11,032
New +$189K ﹤0.01% 1495

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