Envestnet Portfolio Solutions’s GraniteShares Gold Shares BAR Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q1	–	Sell	-16,238	Closed	-$420K	–	1558
2024 Q4	$420K	Sell	16,238 -528	-3%	-$13.9K	﹤0.01%	1323
2024 Q3	$435K	Buy	16,766 +5,248	+46%	+$128K	﹤0.01%	1272
2024 Q2	$264K	Sell	11,518 -16	-0.1%	-$370	﹤0.01%	1447
2024 Q1	$253K	Buy	+11,534	New	+$236K	﹤0.01%	1442

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Envestnet Portfolio Solutions's BAR Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of GraniteShares Gold Shares (BAR) in Q1 2025, closing a stake of 16,238 shares — an estimated $420K sold.

Envestnet Portfolio Solutions first reported a position in BAR in Q1 2024 and held it in 4 quarters. The position peaked at $435K in Q3 2024. 128 funds tracked by Wall St. Rank hold BAR as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining GraniteShares Gold Shares position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 16,238 GraniteShares Gold Shares shares in Q1 2025, an estimated $420K.
Envestnet Portfolio Solutions first reported a position in GraniteShares Gold Shares in Q1 2024 and held it in 4 quarters.
Envestnet Portfolio Solutions's GraniteShares Gold Shares position peaked at $435K in Q3 2024.
128 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.