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
2026 Q1	–	Sell	-9,767	Closed	-$415K	–	550
2025 Q4	$415K	Buy	9,767 +236	+2%	+$9.66K	0.04%	351
2025 Q3	$363K	Buy	9,531 +2,742	+40%	+$93.6K	0.04%	402
2025 Q2	$222K	Buy	6,789 +159	+2%	+$5.15K	0.02%	515
2025 Q1	$204K	Buy	+6,630	New	+$188K	0.03%	506
2023 Q1	–	Sell	-13,114	Closed	-$237K	–	453
2022 Q4	$237K	Sell	13,114 -83	-0.6%	-$1.42K	0.05%	397
2022 Q3	$217K	Sell	13,197 -215	-2%	-$3.68K	0.05%	409
2022 Q2	$240K	Sell	13,412 -2,522	-16%	-$46.8K	0.05%	449
2022 Q1	$306K	Buy	15,934 +18	+0.1%	+$336	0.05%	421
2021 Q4	$289K	Sell	15,916 -1,125	-7%	-$20.1K	0.05%	385
2021 Q3	$297K	Hold	17,041	–	–	0.05%	379
2021 Q2	$300K	Sell	17,041 -18	-0.1%	-$325	0.05%	374
2021 Q1	$290K	Hold	17,059	–	–	0.06%	367
2020 Q4	$322K	Sell	17,059 -21	-0.1%	-$392	0.06%	335
2020 Q3	$320K	Buy	+17,080	New	+$325K	0.07%	306