Institute for Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
6,789
+159
| +2% | +$5.19K | 0.02% | 514 |
|
|
2025
Q1 | $204K | Buy |
+6,630
| New | +$204K | 0.03% | 505 |
|
|
2023
Q1 | – | Sell |
-13,114
| Closed | -$237K | – | 448 |
|
|
2022
Q4 | $237K | Sell |
13,114
-83
| -0.6% | -$1.5K | 0.05% | 391 |
|
|
2022
Q3 | $217K | Sell |
13,197
-215
| -2% | -$3.54K | 0.05% | 408 |
|
|
2022
Q2 | $240K | Sell |
13,412
-2,522
| -16% | -$45.1K | 0.05% | 447 |
|
|
2022
Q1 | $306K | Buy |
15,934
+18
| +0.1% | +$346 | 0.05% | 417 |
|
|
2021
Q4 | $289K | Sell |
15,916
-1,125
| -7% | -$20.4K | 0.05% | 385 |
|
|
2021
Q3 | $297K | Hold |
17,041
| – | – | 0.05% | 376 |
|
|
2021
Q2 | $300K | Sell |
17,041
-18
| -0.1% | -$317 | 0.05% | 374 |
|
|
2021
Q1 | $290K | Hold |
17,059
| – | – | 0.06% | 364 |
|
|
2020
Q4 | $322K | Sell |
17,059
-21
| -0.1% | -$396 | 0.06% | 330 |
|
|
2020
Q3 | $320K | Buy |
+17,080
| New | +$320K | 0.07% | 302 |
|