CJFS
BAR icon

Coulter & Justus Financial Services’s GraniteShares Gold Shares BAR Stock Holding History

Coulter & Justus Financial Services’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
2023
Q3 		– Sell
-286,148
Closed -$5.44M – 42
2023
Q2 		$5.44M Sell
286,148
-31,731
-10% -$621K 3.69% 10
2023
Q1 		$6.2M Sell
317,879
-147,625
-32% -$2.77M 4.05% 9
2022
Q4 		$8.4M Sell
465,504
-58,513
-11% -$1M 5.71% 5
2022
Q3 		$8.63M Sell
524,017
-17,286
-3% -$296K 6.71% 3
2022
Q2 		$9.7M Buy
+541,303
New +$10M 7.8% 3
2022
Q1 		– Sell
-518,067
Closed -$9.4M – 18
2021
Q4 		$9.4M Buy
+518,067
New +$9.24M 7.39% 3

Other funds holding BAR

JPG
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Bank of America
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RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return