GoalVest Advisory’s GraniteShares Gold Shares BAR Stock Holding History

GoalVest Advisory’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
2021 Q2	$2.07M	Buy	+117,586	New	+$2.12M	1.28%	21

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GoalVest Advisory's BAR Position: Q2 2021 in Review

GoalVest Advisory opened a new position in GraniteShares Gold Shares (BAR) in Q2 2021: 117,586 shares worth $2.07M. The stake represents 1.28% of the portfolio and ranks #21 among its holdings.

96 funds tracked by Wall St. Rank hold BAR as of Q2 2021.

GoalVest Advisory held 117,586 shares of GraniteShares Gold Shares worth $2.07M as of Q2 2021.
GraniteShares Gold Shares was a new GoalVest Advisory position in Q2 2021.
GraniteShares Gold Shares made up 1.28% of GoalVest Advisory's portfolio in Q2 2021, its #21 holding.
96 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.