IndexIQ Advisors’s GraniteShares Gold Shares BAR Stock Holding History

IndexIQ 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 Q1	$524K	Sell	27,270 -22,196	-45%	-$414K	0.02%	399
2021 Q4	$898K	Sell	49,466 -7,417	-13%	-$132K	0.03%	316
2021 Q3	$992K	Buy	56,883 +18,876	+50%	+$336K	0.03%	308
2021 Q2	$669K	Buy	38,007 +24,721	+186%	+$446K	0.02%	369
2021 Q1	$226K	Buy	13,286 +8,534	+180%	+$152K	0.01%	1000
2020 Q4	$89K	Buy	+4,752	New	+$88.6K	﹤0.01%	1019
2020 Q3	–	Sell	-16,355	Closed	-$289K	–	1033
2020 Q2	$289K	Buy	16,355 +13,752	+528%	+$235K	0.01%	343
2020 Q1	$40K	Buy	2,603 +2,549	+4,720%	+$40.2K	﹤0.01%	766
2019 Q4	$1K	Sell	54 -13,974	-100%	-$206K	﹤0.01%	806
2019 Q3	$206K	Buy	+14,028	New	+$206K	0.01%	518

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

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

IndexIQ Advisors's BAR Position: Q1 2022 in Review

IndexIQ Advisors reduced its GraniteShares Gold Shares (BAR) stake by 45% in Q1 2022, selling an estimated $414K and leaving 27,270 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #399.

IndexIQ Advisors first reported a position in BAR in Q3 2019 and has held it in 10 quarters since. The position peaked at $992K in Q3 2021. 109 funds tracked by Wall St. Rank hold BAR as of Q1 2022.

IndexIQ Advisors held 27,270 shares of GraniteShares Gold Shares worth $524K as of Q1 2022.
IndexIQ Advisors sold 22,196 GraniteShares Gold Shares shares in Q1 2022, an estimated $414K.
GraniteShares Gold Shares made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #399 holding.
IndexIQ Advisors first reported a position in GraniteShares Gold Shares in Q3 2019 and has held it in 10 quarters since.
IndexIQ Advisors's GraniteShares Gold Shares position peaked at $992K in Q3 2021.
109 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.