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EWG Elevate’s GraniteShares Gold Shares BAR Stock Holding History

EWG Elevate’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
2024
Q4 		– Sell
-211,822
Closed -$5.5M – 150
2024
Q3 		$5.5M Sell
211,822
-12,694
-6% -$311K 2.21% 14
2024
Q2 		$5.15M Sell
224,516
-21,183
-9% -$489K 1.88% 16
2024
Q1 		$5.4M Buy
245,699
+3,893
+2% +$79.7K 2.05% 16
2023
Q4 		$4.93M Buy
+241,806
New +$4.73M 2.05% 15

Other funds holding BAR

Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EWG Elevate's BAR Position: Q4 2024 in Review

EWG Elevate sold out of GraniteShares Gold Shares (BAR) in Q4 2024, closing a stake of 211,822 shares — an estimated $5.5M sold.

EWG Elevate first reported a position in BAR in Q4 2023 and held it in 4 quarters. The position peaked at $5.5M in Q3 2024. 122 funds tracked by Wall St. Rank hold BAR as of Q4 2024.

  • EWG Elevate reported no remaining GraniteShares Gold Shares position as of Q4 2024 after selling out during the quarter.
  • EWG Elevate sold 211,822 GraniteShares Gold Shares shares in Q4 2024, an estimated $5.5M.
  • EWG Elevate first reported a position in GraniteShares Gold Shares in Q4 2023 and held it in 4 quarters.
  • EWG Elevate's GraniteShares Gold Shares position peaked at $5.5M in Q3 2024.
  • 122 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2024.

Based on EWG Elevate's 13F filing for Q4 2024, filed 13 Jan 2025.