Herold Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Herold Advisors’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 Q2	–	Sell	-2,030	Closed	-$39K	–	227
2022 Q1	$39K	Buy	+2,030	New	+$37.8K	0.01%	413
2021 Q4	–	Sell	-2,030	Closed	-$35K	–	233
2021 Q3	$35K	Buy	+2,030	New	+$36.1K	0.01%	432

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

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

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

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return

CJFS

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

Herold Advisors's BAR Position: Q2 2022 in Review

Herold Advisors sold out of GraniteShares Gold Shares (BAR) in Q2 2022, closing a stake of 2,030 shares — an estimated $39K sold.

Herold Advisors first reported a position in BAR in Q3 2021 and held it in 2 quarters. The position peaked at $39K in Q1 2022. 112 funds tracked by Wall St. Rank hold BAR as of Q2 2022.

Herold Advisors reported no remaining GraniteShares Gold Shares position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 2,030 GraniteShares Gold Shares shares in Q2 2022, an estimated $39K.
Herold Advisors first reported a position in GraniteShares Gold Shares in Q3 2021 and held it in 2 quarters.
Herold Advisors's GraniteShares Gold Shares position peaked at $39K in Q1 2022.
112 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.