MFG
BAR icon

Merit Financial Group’s GraniteShares Gold Shares BAR Stock Holding History

Merit Financial Group’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
Q1 		– Sell
-88,855
Closed -$1.68M – 236
2020
Q4 		$1.68M Buy
88,855
+7,430
+9% +$139K 0.16% 58
2020
Q3 		$1.53M Buy
81,425
+23,206
+40% +$442K 0.14% 58
2020
Q2 		$1.03M Buy
+58,219
New +$994K 0.1% 80

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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Merit Financial Group's BAR Position: Q1 2021 in Review

Merit Financial Group sold out of GraniteShares Gold Shares (BAR) in Q1 2021, closing a stake of 88,855 shares — an estimated $1.68M sold.

Merit Financial Group first reported a position in BAR in Q2 2020 and held it in 3 quarters. The position peaked at $1.68M in Q4 2020. 82 funds tracked by Wall St. Rank hold BAR as of Q1 2021.

  • Merit Financial Group reported no remaining GraniteShares Gold Shares position as of Q1 2021 after selling out during the quarter.
  • Merit Financial Group sold 88,855 GraniteShares Gold Shares shares in Q1 2021, an estimated $1.68M.
  • Merit Financial Group first reported a position in GraniteShares Gold Shares in Q2 2020 and held it in 3 quarters.
  • Merit Financial Group's GraniteShares Gold Shares position peaked at $1.68M in Q4 2020.
  • 82 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2021.

Based on Merit Financial Group's 13F filing for Q1 2021, filed 18 May 2021.