CMO
BAR icon

Covenant Multifamily Offices’s GraniteShares Gold Shares BAR Stock Holding History

Covenant Multifamily Offices’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
2021
Q3 		$196K Hold
11,233
– – 0.04% 237
2021
Q2 		$198K Buy
+11,233
New +$203K 0.04% 231

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Covenant Multifamily Offices's BAR Position: Q3 2021 in Review

Covenant Multifamily Offices held its GraniteShares Gold Shares (BAR) position steady in Q3 2021 at 11,233 shares worth $196K. The position accounts for 0.04% of the portfolio, ranked #237.

Covenant Multifamily Offices first reported a position in BAR in Q2 2021 and has held it in 2 quarters since. The position peaked at $198K in Q2 2021. 95 funds tracked by Wall St. Rank hold BAR as of Q3 2021.

  • Covenant Multifamily Offices held 11,233 shares of GraniteShares Gold Shares worth $196K as of Q3 2021.
  • Covenant Multifamily Offices left its GraniteShares Gold Shares share count unchanged in Q3 2021.
  • GraniteShares Gold Shares made up 0.04% of Covenant Multifamily Offices's portfolio in Q3 2021, its #237 holding.
  • Covenant Multifamily Offices first reported a position in GraniteShares Gold Shares in Q2 2021 and has held it in 2 quarters since.
  • Covenant Multifamily Offices's GraniteShares Gold Shares position peaked at $198K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2021.

Based on Covenant Multifamily Offices's 13F filing for Q3 2021, filed 21 Oct 2021.