IPW
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Impact Partnership Wealth’s GraniteShares Gold Shares BAR Stock Holding History

Impact Partnership Wealth’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
-6,827
Closed -$125K – 852
2023
Q3 		$125K Sell
6,827
-14
-0.2% -$267 0.04% 277
2023
Q2 		$130K Buy
+6,841
New +$134K 0.05% 166

Other funds holding BAR

JPG
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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

Impact Partnership Wealth's BAR Position: Q4 2023 in Review

Impact Partnership Wealth sold out of GraniteShares Gold Shares (BAR) in Q4 2023, closing a stake of 6,827 shares — an estimated $125K sold.

Impact Partnership Wealth first reported a position in BAR in Q2 2023 and held it in 2 quarters. The position peaked at $130K in Q2 2023. 120 funds tracked by Wall St. Rank hold BAR as of Q4 2023.

  • Impact Partnership Wealth reported no remaining GraniteShares Gold Shares position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 6,827 GraniteShares Gold Shares shares in Q4 2023, an estimated $125K.
  • Impact Partnership Wealth first reported a position in GraniteShares Gold Shares in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's GraniteShares Gold Shares position peaked at $130K in Q2 2023.
  • 120 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.