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 $1.97B AUM 23.87% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

CJFS

Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Fiduciary Planning's BAR Position: Q4 2022 in Review

Fiduciary Planning sold out of GraniteShares Gold Shares (BAR) in Q4 2022, closing a stake of 12,726 shares — an estimated $210K sold.

Fiduciary Planning first reported a position in BAR in Q3 2020 and held it in 8 quarters. The position peaked at $229K in Q4 2021. 114 funds tracked by Wall St. Rank hold BAR as of Q4 2022.

Fiduciary Planning reported no remaining GraniteShares Gold Shares position as of Q4 2022 after selling out during the quarter.
Fiduciary Planning sold 12,726 GraniteShares Gold Shares shares in Q4 2022, an estimated $210K.
Fiduciary Planning first reported a position in GraniteShares Gold Shares in Q3 2020 and held it in 8 quarters.
Fiduciary Planning's GraniteShares Gold Shares position peaked at $229K in Q4 2021.
114 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2022.

Based on Fiduciary Planning's 13F filing for Q4 2022, filed 7 Feb 2023.