Lake Street Private Wealth’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	$18.8M	Buy	407,472 +1,025	+0.3%	+$49.2K	2.39%	5
2025 Q4	$17.3M	Buy	406,447 +5,390	+1%	+$221K	2.11%	7
2025 Q3	$15.3M	Buy	401,057 +868	+0.2%	+$29.6K	1.97%	7
2025 Q2	$13.1M	Sell	400,189 -2,156	-0.5%	-$69.9K	1.86%	9
2025 Q1	$12.4M	Sell	402,345 -4,223	-1%	-$119K	2.02%	7
2024 Q4	$10.5M	Buy	406,568 +39,429	+11%	+$1.04M	1.68%	10
2024 Q3	$9.53M	Buy	367,139 +1,584	+0.4%	+$38.8K	1.53%	10
2024 Q2	$8.39M	Sell	365,555 -2,440	-0.7%	-$56.4K	1.09%	17
2024 Q1	$8.08M	Buy	367,995 +10,613	+3%	+$217K	1.12%	16
2023 Q4	$7.29M	Sell	357,382 -5,481	-2%	-$107K	1.15%	15
2023 Q3	$6.7M	Sell	362,863 -44,994	-11%	-$858K	1.2%	14
2023 Q2	$7.75M	Sell	407,857 -5,190	-1%	-$102K	1.36%	12
2023 Q1	$8.06M	Buy	413,047 +15,431	+4%	+$289K	1.5%	11
2022 Q4	$7.16M	Buy	397,616 +74,505	+23%	+$1.28M	1.48%	9
2022 Q3	$5.32M	Buy	323,111 +71,192	+28%	+$1.22M	1.23%	15
2022 Q2	$4.51M	Buy	251,919 +25,665	+11%	+$476K	0.96%	23
2022 Q1	$4.34M	Buy	226,254 +209,010	+1,212%	+$3.9M	0.79%	28
2021 Q4	$313K	Buy	+17,244	New	+$307K	0.06%	252