Key Financial Inc’s GraniteShares Gold Shares BAR Stock Holding History

Key Financial Inc’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
2023 Q4	–	Sell	-165	Closed	-$3.02K	–	1316
2023 Q3	$3.02K	Hold	165	–	–	﹤0.01%	1057
2023 Q2	$3.14K	Hold	165	–	–	﹤0.01%	1096
2023 Q1	$3.22K	Hold	165	–	–	﹤0.01%	884
2022 Q4	$2.72K	Hold	165	–	–	﹤0.01%	901
2022 Q3	$3K	Hold	165	–	–	﹤0.01%	868
2022 Q2	$3K	Hold	165	–	–	﹤0.01%	868
2022 Q1	$3K	Buy	+165	New	+$3.08K	﹤0.01%	853

Other funds holding BAR

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

BOPW

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

Key Financial Inc's BAR Position: Q4 2023 in Review

Key Financial Inc sold out of GraniteShares Gold Shares (BAR) in Q4 2023, closing a stake of 165 shares — an estimated $3.02K sold.

Key Financial Inc first reported a position in BAR in Q1 2022 and held it in 7 quarters. The position peaked at $3.22K in Q1 2023. 120 funds tracked by Wall St. Rank hold BAR as of Q4 2023.

Key Financial Inc reported no remaining GraniteShares Gold Shares position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 165 GraniteShares Gold Shares shares in Q4 2023, an estimated $3.02K.
Key Financial Inc first reported a position in GraniteShares Gold Shares in Q1 2022 and held it in 7 quarters.
Key Financial Inc's GraniteShares Gold Shares position peaked at $3.22K in Q1 2023.
120 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.