PWM
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Perigon Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Perigon Wealth 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
2021
Q1 		– Sell
-4,650
Closed -$88K – 533
2020
Q4 		$88K Buy
+4,650
New +$86.7K 0.01% 569

Other funds holding BAR

JPG
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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 22.9% 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

Perigon Wealth Management's BAR Position: Q1 2021 in Review

Perigon Wealth Management sold out of GraniteShares Gold Shares (BAR) in Q1 2021, closing a stake of 4,650 shares — an estimated $88K sold.

Perigon Wealth Management first reported a position in BAR in Q4 2020 and held it in 1 quarter. The position peaked at $88K in Q4 2020. 82 funds tracked by Wall St. Rank hold BAR as of Q1 2021.

  • Perigon Wealth Management reported no remaining GraniteShares Gold Shares position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 4,650 GraniteShares Gold Shares shares in Q1 2021, an estimated $88K.
  • Perigon Wealth Management first reported a position in GraniteShares Gold Shares in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's GraniteShares Gold Shares position peaked at $88K in Q4 2020.
  • 82 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.