Financial Advocates Investment Management’s GraniteShares Gold Shares BAR Stock Holding History

Financial Advocates Investment Management’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	-41,648	Closed	-$1.08M	–	760
2024 Q3	$1.08M	Buy	41,648 +1,865	+5%	+$45.6K	0.06%	291
2024 Q2	$913K	Buy	39,783 +3,300	+9%	+$76.2K	0.06%	308
2024 Q1	$801K	Sell	36,483 -1,020	-3%	-$20.9K	0.05%	352
2023 Q4	$765K	Buy	37,503 +1,360	+4%	+$26.6K	0.05%	341
2023 Q3	$661K	Buy	36,143 +3,896	+12%	+$74.3K	0.05%	355
2023 Q2	$613K	Buy	32,247 +15,207	+89%	+$298K	0.04%	358
2023 Q1	$332K	Buy	+17,040	New	+$319K	0.02%	521

Other funds holding BAR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

LSPW

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Advocates Investment Management's BAR Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of GraniteShares Gold Shares (BAR) in Q4 2024, closing a stake of 41,648 shares — an estimated $1.08M sold.

Financial Advocates Investment Management first reported a position in BAR in Q1 2023 and held it in 7 quarters. The position peaked at $1.08M in Q3 2024. 122 funds tracked by Wall St. Rank hold BAR as of Q4 2024.

Financial Advocates Investment Management reported no remaining GraniteShares Gold Shares position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 41,648 GraniteShares Gold Shares shares in Q4 2024, an estimated $1.08M.
Financial Advocates Investment Management first reported a position in GraniteShares Gold Shares in Q1 2023 and held it in 7 quarters.
Financial Advocates Investment Management's GraniteShares Gold Shares position peaked at $1.08M in Q3 2024.
122 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.