Institute for Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$363K Buy
2025
Q2
$222K Buy
2025
Q1
$204K Buy
2023
Q1
Sell
2022
Q4
$237K Sell
2022
Q3
$217K Sell
2022
Q2
$240K Sell
2022
Q1
$306K Buy
2021
Q4
$289K Sell
2021
Q3
$297K Hold
2021
Q2
$300K Sell
2021
Q1
$290K Hold
2020
Q4
$322K Sell
2020
Q3
$320K Buy