First Heartland Consultants’s GraniteShares Gold Shares BAR Stock Holding History

First Heartland Consultants’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
2023 Q1	–	Sell	-10,109	Closed	-$182K	–	359
2022 Q4	$182K	Sell	10,109 -110	-1%	-$1.89K	0.03%	359
2022 Q3	$168K	Buy	+10,219	New	+$175K	0.01%	337
2022 Q2	–	Sell	-10,449	Closed	-$200K	–	350
2022 Q1	$200K	Buy	+10,449	New	+$195K	0.03%	337

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

First Heartland Consultants's BAR Position: Q1 2023 in Review

First Heartland Consultants sold out of GraniteShares Gold Shares (BAR) in Q1 2023, closing a stake of 10,109 shares — an estimated $182K sold.

First Heartland Consultants first reported a position in BAR in Q1 2022 and held it in 3 quarters. The position peaked at $200K in Q1 2022. 118 funds tracked by Wall St. Rank hold BAR as of Q1 2023.

First Heartland Consultants reported no remaining GraniteShares Gold Shares position as of Q1 2023 after selling out during the quarter.
First Heartland Consultants sold 10,109 GraniteShares Gold Shares shares in Q1 2023, an estimated $182K.
First Heartland Consultants first reported a position in GraniteShares Gold Shares in Q1 2022 and held it in 3 quarters.
First Heartland Consultants's GraniteShares Gold Shares position peaked at $200K in Q1 2022.
118 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2023.

Based on First Heartland Consultants's 13F filing for Q1 2023, filed 17 Apr 2023.