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
2025
Q4
$415K Buy
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