Lee Financial’s GraniteShares Gold Shares BAR Stock Holding History

Lee Financial’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 Q1	–	Sell	-500	Closed	-$10.2K	–	217
2023 Q4	$10.2K	Hold	500	–	–	﹤0.01%	426
2023 Q3	$9.14K	Hold	500	–	–	﹤0.01%	422
2023 Q2	$9.51K	Hold	500	–	–	﹤0.01%	411
2023 Q1	$9.76K	Hold	500	–	–	﹤0.01%	424
2022 Q4	$9.03K	Hold	500	–	–	﹤0.01%	480
2022 Q3	$8K	Hold	500	–	–	﹤0.01%	469
2022 Q2	$9K	Buy	+500	New	+$9.28K	﹤0.01%	459

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Lee Financial's BAR Position: Q1 2024 in Review

Lee Financial sold out of GraniteShares Gold Shares (BAR) in Q1 2024, closing a stake of 500 shares — an estimated $10.2K sold.

Lee Financial first reported a position in BAR in Q2 2022 and held it in 7 quarters. The position peaked at $10.2K in Q4 2023. 120 funds tracked by Wall St. Rank hold BAR as of Q1 2024.

Lee Financial reported no remaining GraniteShares Gold Shares position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 500 GraniteShares Gold Shares shares in Q1 2024, an estimated $10.2K.
Lee Financial first reported a position in GraniteShares Gold Shares in Q2 2022 and held it in 7 quarters.
Lee Financial's GraniteShares Gold Shares position peaked at $10.2K in Q4 2023.
120 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.