EWA
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Evolution Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Evolution Wealth Advisors’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
2020
Q1 		– Sell
-1,094
Closed -$17K – 337
2019
Q4 		$17K Buy
+1,094
New +$16.2K ﹤0.01% 240

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CIA
CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evolution Wealth Advisors's BAR Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of GraniteShares Gold Shares (BAR) in Q1 2020, closing a stake of 1,094 shares — an estimated $17K sold.

Evolution Wealth Advisors first reported a position in BAR in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 55 funds tracked by Wall St. Rank hold BAR as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining GraniteShares Gold Shares position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,094 GraniteShares Gold Shares shares in Q1 2020, an estimated $17K.
  • Evolution Wealth Advisors first reported a position in GraniteShares Gold Shares in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's GraniteShares Gold Shares position peaked at $17K in Q4 2019.
  • 55 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.