LWL
BAR icon

Leo Wealth LLC’s GraniteShares Gold Shares BAR Stock Holding History

Leo Wealth LLC’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
2026
Q1 		$1.1M Buy
23,929
+865
+4% +$41.5K 0.08% 173
2025
Q4 		$980K Buy
+23,064
New +$944K 0.07% 181
2025
Q3 		– Sell
-16,907
Closed -$562K – 292
2025
Q2 		$562K Buy
+16,907
New +$548K 0.04% 218
2025
Q1 		– Sell
-8,006
Closed -$207K – 275
2024
Q4 		$207K Buy
8,006
+44
+0.6% +$1.16K 0.02% 339
2024
Q3 		$207K Sell
7,962
-1,848
-19% -$45.2K 0.02% 326
2024
Q2 		$226K Sell
9,810
-732
-7% -$16.9K 0.02% 308
2024
Q1 		$234K Hold
10,542
– – 0.02% 299
2023
Q4 		$227K Buy
+10,542
New +$206K 0.02% 297

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return