Householder Group Estate & Retirement Specialist’s GraniteShares Gold Shares BAR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-5,134	Closed	-$133K	–	589
2024 Q3	$133K	Hold	5,134	–	–	0.04%	314
2024 Q2	$117K	Buy	5,134 +42	+0.8%	+$970	0.03%	322
2024 Q1	$112K	Hold	5,092	–	–	0.03%	331
2023 Q4	$103K	Buy	5,092 +55	+1%	+$1.07K	0.03%	330
2023 Q3	$92.1K	Buy	+5,037	New	+$96K	0.03%	328
2023 Q1	$115K	Buy	+5,899	New	+$111K	0.04%	280
2022 Q4	–	Sell	-5,899	Closed	-$97K	–	391
2022 Q3	$97K	Buy	+5,899	New	+$101K	0.04%	279

Other funds holding BAR

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BAR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of GraniteShares Gold Shares (BAR) in Q4 2024, closing a stake of 5,134 shares — an estimated $133K sold.

Householder Group Estate & Retirement Specialist first reported a position in BAR in Q3 2022 and held it in 7 quarters. The position peaked at $133K in Q3 2024. 122 funds tracked by Wall St. Rank hold BAR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining GraniteShares Gold Shares position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 5,134 GraniteShares Gold Shares shares in Q4 2024, an estimated $133K.
Householder Group Estate & Retirement Specialist first reported a position in GraniteShares Gold Shares in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's GraniteShares Gold Shares position peaked at $133K in Q3 2024.
122 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.