Parallel Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Parallel 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
2023 Q3	–	Sell	-50	Closed	-$951	–	3375
2023 Q2	$951	Hold	50	–	–	﹤0.01%	2951
2023 Q1	$976	Hold	50	–	–	﹤0.01%	2959
2022 Q4	$903	Buy	+50	New	+$857	﹤0.01%	2923
2021 Q4	–	Sell	-37	Closed	-$1K	–	3082
2021 Q3	$1K	Hold	37	–	–	﹤0.01%	2806
2021 Q2	$1K	Buy	+37	New	+$667	﹤0.01%	2694

Other funds holding BAR

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

BOPW

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

Parallel Advisors's BAR Position: Q3 2023 in Review

Parallel Advisors sold out of GraniteShares Gold Shares (BAR) in Q3 2023, closing a stake of 50 shares — an estimated $951 sold.

Parallel Advisors first reported a position in BAR in Q2 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2021. 115 funds tracked by Wall St. Rank hold BAR as of Q3 2023.

Parallel Advisors reported no remaining GraniteShares Gold Shares position as of Q3 2023 after selling out during the quarter.
Parallel Advisors sold 50 GraniteShares Gold Shares shares in Q3 2023, an estimated $951.
Parallel Advisors first reported a position in GraniteShares Gold Shares in Q2 2021 and held it in 5 quarters.
Parallel Advisors's GraniteShares Gold Shares position peaked at $1K in Q3 2021.
115 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2023.

Based on Parallel Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.