Guardian Wealth Advisors (North Carolina)’s GraniteShares Gold Shares BAR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-45,177	Closed	-$744K	–	381
2022 Q3	$744K	Buy	45,177 +315	+0.7%	+$5.39K	0.14%	84
2022 Q2	$803K	Buy	+44,862	New	+$833K	0.15%	77

Other funds holding BAR

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CJFS

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

Guardian Wealth Advisors (North Carolina)'s BAR Position: Q4 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of GraniteShares Gold Shares (BAR) in Q4 2022, closing a stake of 45,177 shares — an estimated $744K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BAR in Q2 2022 and held it in 2 quarters. The position peaked at $803K in Q2 2022. 114 funds tracked by Wall St. Rank hold BAR as of Q4 2022.

Guardian Wealth Advisors (North Carolina) reported no remaining GraniteShares Gold Shares position as of Q4 2022 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 45,177 GraniteShares Gold Shares shares in Q4 2022, an estimated $744K.
Guardian Wealth Advisors (North Carolina) first reported a position in GraniteShares Gold Shares in Q2 2022 and held it in 2 quarters.
Guardian Wealth Advisors (North Carolina)'s GraniteShares Gold Shares position peaked at $803K in Q2 2022.
114 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.