Kades & Cheifetz’s GraniteShares Gold Shares BAR Stock Holding History

Kades & Cheifetz’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
2024 Q4	$2M	Sell	77,163 -167	-0.2%	-$4.39K	1.02%	31
2024 Q3	$2.01M	Sell	77,330 -645	-0.8%	-$15.8K	1.15%	24
2024 Q2	$1.79M	Buy	77,975 +47	+0.1%	+$1.08K	1.13%	26
2024 Q1	$1.71M	Buy	77,928 +955	+1%	+$19.6K	1.1%	28
2023 Q4	$1.57M	Buy	76,973 +3,680	+5%	+$71.9K	1.11%	27
2023 Q3	$1.34M	Sell	73,293 -3,250	-4%	-$62K	1.06%	28
2023 Q2	$1.46M	Buy	76,543 +2,457	+3%	+$48.1K	1.12%	27
2023 Q1	$1.45M	Buy	74,086 +1,215	+2%	+$22.8K	1.14%	25
2022 Q4	$1.32M	Buy	+72,871	New	+$1.25M	1.1%	24

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BOPW

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kades & Cheifetz's BAR Position: Q4 2024 in Review

Kades & Cheifetz reduced its GraniteShares Gold Shares (BAR) stake by 0.22% in Q4 2024, selling an estimated $4.39K and leaving 77,163 shares worth $2M. The position accounts for 1.02% of the portfolio, ranked #31.

Kades & Cheifetz first reported a position in BAR in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.01M in Q3 2024. 122 funds tracked by Wall St. Rank hold BAR as of Q4 2024.

Kades & Cheifetz held 77,163 shares of GraniteShares Gold Shares worth $2M as of Q4 2024.
Kades & Cheifetz sold 167 GraniteShares Gold Shares shares in Q4 2024, an estimated $4.39K.
GraniteShares Gold Shares made up 1.02% of Kades & Cheifetz's portfolio in Q4 2024, its #31 holding.
Kades & Cheifetz first reported a position in GraniteShares Gold Shares in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's GraniteShares Gold Shares position peaked at $2.01M in Q3 2024.
122 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.