Lido Advisors
BAR icon

Lido Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Lido Advisors’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 		$325K Sell
7,056
-2,285
-24% -$110K ﹤0.01% 1517
2025
Q4 		$367K Hold
9,341
– – ﹤0.01% 1460
2025
Q3 		$356K Buy
9,341
+3,064
+49% +$105K ﹤0.01% 1399
2025
Q2 		$205K Buy
+6,277
New +$203K ﹤0.01% 1512
2024
Q2 		– Sell
-9,190
Closed -$202K – 1423
2024
Q1 		$202K Sell
9,190
-4,433
-33% -$90.8K ﹤0.01% 1262
2023
Q4 		$278K Sell
13,623
-4,314
-24% -$84.3K ﹤0.01% 1066
2023
Q3 		$328K Sell
17,937
-956
-5% -$18.2K ﹤0.01% 885
2023
Q2 		$359K Buy
18,893
+814
+5% +$15.9K ﹤0.01% 849
2023
Q1 		$353K Buy
18,079
+294
+2% +$5.51K ﹤0.01% 823
2022
Q4 		$321K Sell
17,785
-2,517
-12% -$43.2K 0.01% 774
2022
Q3 		$334K Buy
20,302
+3,127
+18% +$53.5K 0.01% 708
2022
Q2 		$307K Sell
17,175
-1,897
-10% -$35.2K 0.01% 734
2022
Q1 		$366K Buy
19,072
+5,901
+45% +$110K 0.01% 737
2021
Q4 		$239K Buy
13,171
+2,476
+23% +$44.1K ﹤0.01% 896
2021
Q3 		$186K Sell
10,695
-2,781
-21% -$49.4K ﹤0.01% 929
2021
Q2 		$237K Buy
13,476
+3,386
+34% +$61K 0.01% 806
2021
Q1 		$171K Sell
10,090
-687
-6% -$12.2K 0.01% 819
2020
Q4 		$203K Sell
10,777
-1,092
-9% -$20.4K 0.01% 772
2020
Q3 		$223K Buy
+11,869
New +$226K 0.01% 560

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 $376B 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 $528B 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 $2.24B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return