FP
BAR icon

Fiduciary Planning’s GraniteShares Gold Shares BAR Stock Holding History

Fiduciary Planning’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
2022
Q4 		– Sell
-12,726
Closed -$210K – 44
2022
Q3 		$210K Buy
12,726
+157
+1% +$2.69K 0.11% 38
2022
Q2 		$225K Buy
12,569
+1,000
+9% +$18.6K 0.11% 39
2022
Q1 		$222K Sell
11,569
-1,042
-8% -$19.4K 0.12% 38
2021
Q4 		$229K Buy
12,611
+1,971
+19% +$35.1K 0.13% 48
2021
Q3 		$186K Buy
+10,640
New +$189K 0.1% 66
2021
Q2 		– Sell
-2,363
Closed -$40K – 74
2021
Q1 		$40K Hold
2,363
– – 0.06% 87
2020
Q4 		$45K Hold
2,363
– – 0.06% 84
2020
Q3 		$44K Buy
+2,363
New +$45K 0.07% 65

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return