KA
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Kozak & Associates’s GraniteShares Gold Shares BAR Stock Holding History

Kozak & Associates’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 		– Sell
-134
Closed -$3.54K – 441
2024
Q3 		$3.54K Buy
+134
New +$3.28K ﹤0.01% 295

Other funds holding BAR

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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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kozak & Associates's BAR Position: Q4 2024 in Review

Kozak & Associates sold out of GraniteShares Gold Shares (BAR) in Q4 2024, closing a stake of 134 shares — an estimated $3.54K sold.

Kozak & Associates first reported a position in BAR in Q3 2024 and held it in 1 quarter. The position peaked at $3.54K in Q3 2024. 122 funds tracked by Wall St. Rank hold BAR as of Q4 2024.

  • Kozak & Associates reported no remaining GraniteShares Gold Shares position as of Q4 2024 after selling out during the quarter.
  • Kozak & Associates sold 134 GraniteShares Gold Shares shares in Q4 2024, an estimated $3.54K.
  • Kozak & Associates first reported a position in GraniteShares Gold Shares in Q3 2024 and held it in 1 quarter.
  • Kozak & Associates's GraniteShares Gold Shares position peaked at $3.54K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2024.

Based on Kozak & Associates's 13F filing for Q4 2024, filed 6 Jan 2025.