IA
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IFG Advisory’s GraniteShares Gold Shares BAR Stock Holding History

IFG 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
2023
Q4 		– Sell
-106,779
Closed -$1.95M – 577
2023
Q3 		$1.95M Hold
106,779
– – 0.16% 169
2023
Q2 		$2.03M Sell
106,779
-31,470
-23% -$616K 0.18% 164
2023
Q1 		$2.7M Buy
+138,249
New +$2.59M 0.25% 92
2022
Q4 		– Sell
-61,295
Closed -$1.01M – 490
2022
Q3 		$1.01M Buy
61,295
+5,092
+9% +$87.1K 0.09% 215
2022
Q2 		$1.01M Sell
56,203
-8,174
-13% -$152K 0.11% 188
2022
Q1 		$1.24M Buy
64,377
+45,366
+239% +$846K 0.12% 179
2021
Q4 		$345K Sell
19,011
-1,608
-8% -$28.7K 0.03% 381
2021
Q3 		$359K Sell
20,619
-1,681
-8% -$29.9K 0.04% 360
2021
Q2 		$392K Sell
22,300
-51,879
-70% -$935K 0.04% 340
2021
Q1 		$1.26M Buy
74,179
+62,060
+512% +$1.11M 0.16% 154
2020
Q4 		$228K Sell
12,119
-4,664
-28% -$87K 0.03% 411
2020
Q3 		$314K Sell
16,783
-254
-1% -$4.83K 0.05% 317
2020
Q2 		$302K Hold
17,037
– – 0.05% 306
2020
Q1 		$267K Buy
17,037
+2,299
+16% +$36.2K 0.06% 293
2019
Q4 		$222K Sell
14,738
-279
-2% -$4.12K 0.04% 377
2019
Q3 		$220K Buy
+15,017
New +$221K 0.04% 370

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 $1.19B AUM 17.95% 1-Year Est. Return