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Leo Brokerage’s GraniteShares Gold Shares BAR Stock Holding History

Leo Brokerage’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
2021
Q3 		$300K Hold
17,230
– – 0.06% 145
2021
Q2 		$303K Hold
17,230
– – 0.06% 147
2021
Q1 		$293K Buy
17,230
+16
+0.1% +$285 0.08% 145
2020
Q4 		$325K Sell
17,214
-49
-0.3% -$914 0.1% 125
2020
Q3 		$306K Buy
+17,263
New +$329K 0.13% 94

Other funds holding BAR

JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
Bank of America
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return
Rockefeller Capital Management
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

Leo Brokerage's BAR Position: Q3 2021 in Review

Leo Brokerage held its GraniteShares Gold Shares (BAR) position steady in Q3 2021 at 17,230 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #145.

Leo Brokerage first reported a position in BAR in Q3 2020 and has held it in 5 quarters since. The position peaked at $325K in Q4 2020. 95 funds tracked by Wall St. Rank hold BAR as of Q3 2021.

  • Leo Brokerage held 17,230 shares of GraniteShares Gold Shares worth $300K as of Q3 2021.
  • Leo Brokerage left its GraniteShares Gold Shares share count unchanged in Q3 2021.
  • GraniteShares Gold Shares made up 0.06% of Leo Brokerage's portfolio in Q3 2021, its #145 holding.
  • Leo Brokerage first reported a position in GraniteShares Gold Shares in Q3 2020 and has held it in 5 quarters since.
  • Leo Brokerage's GraniteShares Gold Shares position peaked at $325K in Q4 2020.
  • 95 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2021.

Based on Leo Brokerage's 13F filing for Q3 2021, filed 13 Oct 2021.