NFG
BAR icon

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

Northeast 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
2024
Q1 		– Sell
-16,411
Closed -$335K – 78
2023
Q4 		$335K Sell
16,411
-15,718
-49% -$307K 0.16% 60
2023
Q3 		$587K Sell
32,129
-631
-2% -$12K 0.36% 41
2023
Q2 		$623K Sell
32,760
-23,318
-42% -$457K 0.4% 41
2023
Q1 		$1.07M Sell
56,078
-668
-1% -$12.5K 0.77% 31
2022
Q4 		$1.02M Buy
+56,746
New +$973K 0.81% 32

Other funds holding BAR

JPG
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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
Jane Street
Jane Street New York $777B AUM 61.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return