PPW
BAR icon

Pinnacle Private Wealth’s GraniteShares Gold Shares BAR Stock Holding History

Pinnacle Private Wealth’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 		$314K Buy
17,505
+7,450
+74% +$138K 0.12% 190
2022
Q1 		$193K Buy
+10,055
New +$187K 0.06% 289

Other funds holding BAR

JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
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
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 $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $983M AUM 29.48% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Pinnacle Private Wealth's BAR Position: Q2 2022 in Review

Pinnacle Private Wealth increased its GraniteShares Gold Shares (BAR) stake by 74% in Q2 2022, buying an estimated $138K and bringing the position to 17,505 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #190.

Pinnacle Private Wealth first reported a position in BAR in Q1 2022 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold BAR as of Q2 2022.

  • Pinnacle Private Wealth held 17,505 shares of GraniteShares Gold Shares worth $314K as of Q2 2022.
  • Pinnacle Private Wealth bought 7,450 GraniteShares Gold Shares shares in Q2 2022, an estimated $138K.
  • GraniteShares Gold Shares made up 0.12% of Pinnacle Private Wealth's portfolio in Q2 2022, its #190 holding.
  • Pinnacle Private Wealth first reported a position in GraniteShares Gold Shares in Q1 2022 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.