New York Life Investment Management’s GraniteShares Gold Shares BAR Stock Holding History

New York Life Investment Management’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
2023 Q2	–	Sell	-38,171	Closed	-$745K	–	1308
2023 Q1	$745K	Sell	38,171 -761	-2%	-$14.3K	0.01%	624
2022 Q4	$703K	Sell	38,932 -1,820	-4%	-$31.2K	0.01%	678
2022 Q3	$671K	Buy	40,752 +5,146	+14%	+$88K	0.01%	656
2022 Q2	$638K	Buy	+35,606	New	+$661K	0.01%	665

Other funds holding BAR

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

New York Life Investment Management's BAR Position: Q2 2023 in Review

New York Life Investment Management sold out of GraniteShares Gold Shares (BAR) in Q2 2023, closing a stake of 38,171 shares — an estimated $745K sold.

New York Life Investment Management first reported a position in BAR in Q2 2022 and held it in 4 quarters. The position peaked at $745K in Q1 2023. 112 funds tracked by Wall St. Rank hold BAR as of Q2 2023.

New York Life Investment Management reported no remaining GraniteShares Gold Shares position as of Q2 2023 after selling out during the quarter.
New York Life Investment Management sold 38,171 GraniteShares Gold Shares shares in Q2 2023, an estimated $745K.
New York Life Investment Management first reported a position in GraniteShares Gold Shares in Q2 2022 and held it in 4 quarters.
New York Life Investment Management's GraniteShares Gold Shares position peaked at $745K in Q1 2023.
112 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2023.

Based on New York Life Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.