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HeadInvest LLC’s GraniteShares Gold Shares BAR Stock Holding History

HeadInvest LLC’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
Q4 		– Sell
-555
Closed -$10K – 269
2023
Q3 		$10K Buy
+555
New +$10.6K ﹤0.01% 554

Other funds holding BAR

JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

HeadInvest LLC's BAR Position: Q4 2023 in Review

HeadInvest LLC sold out of GraniteShares Gold Shares (BAR) in Q4 2023, closing a stake of 555 shares — an estimated $10K sold.

HeadInvest LLC first reported a position in BAR in Q3 2023 and held it in 1 quarter. The position peaked at $10K in Q3 2023. 120 funds tracked by Wall St. Rank hold BAR as of Q4 2023.

  • HeadInvest LLC reported no remaining GraniteShares Gold Shares position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 555 GraniteShares Gold Shares shares in Q4 2023, an estimated $10K.
  • HeadInvest LLC first reported a position in GraniteShares Gold Shares in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's GraniteShares Gold Shares position peaked at $10K in Q3 2023.
  • 120 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.