PFGIA
BAR icon

Patriot Financial Group Insurance Agency’s GraniteShares Gold Shares BAR Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q2 		– Sell
-267
Closed -$5K – 2010
2022
Q1 		$5K Hold
267
– – ﹤0.01% 1582
2021
Q4 		$5K Buy
267
+227
+568% +$4.05K ﹤0.01% 1688
2021
Q3 		$1K Buy
+40
New +$711 ﹤0.01% 2019

Other funds holding BAR

JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
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 $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BAR Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of GraniteShares Gold Shares (BAR) in Q2 2022, closing a stake of 267 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in BAR in Q3 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 112 funds tracked by Wall St. Rank hold BAR as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining GraniteShares Gold Shares position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 267 GraniteShares Gold Shares shares in Q2 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in GraniteShares Gold Shares in Q3 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's GraniteShares Gold Shares position peaked at $5K in Q1 2022.
  • 112 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.