Raymond James Financial Services Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Raymond James Financial Services 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
2024 Q3	$648K	Sell	24,957 -5,931	-19%	-$145K	﹤0.01%	2438
2024 Q2	$709K	Buy	30,888 +16,634	+117%	+$384K	﹤0.01%	2299
2024 Q1	$313K	Buy	14,254 +2,499	+21%	+$51.2K	﹤0.01%	2818
2023 Q4	$240K	Sell	11,755 -465	-4%	-$9.09K	﹤0.01%	2887
2023 Q3	$223K	Buy	+12,220	New	+$233K	﹤0.01%	2862
2023 Q2	–	Sell	-71,290	Closed	-$1.39M	–	3250
2023 Q1	$1.39M	Buy	+71,290	New	+$1.34M	﹤0.01%	1701
2022 Q3	–	Sell	-112,097	Closed	-$2.01M	–	3283
2022 Q2	$2.01M	Buy	112,097 +22,960	+26%	+$426K	﹤0.01%	1436
2022 Q1	$1.71M	Buy	+89,137	New	+$1.66M	﹤0.01%	1591
2021 Q2	–	Sell	-776,753	Closed	-$13.2M	–	3313
2021 Q1	$13.2M	Buy	776,753 +89,899	+13%	+$1.6M	0.03%	516
2020 Q4	$13M	Buy	686,854 +11,815	+2%	+$220K	0.03%	474
2020 Q3	$12.7M	Sell	675,039 -4,495	-0.7%	-$85.5K	0.04%	429
2020 Q2	$12.1M	Buy	679,534 +84,398	+14%	+$1.44M	0.04%	416
2020 Q1	$9.34M	Buy	+595,136	New	+$9.38M	0.04%	387

Other funds holding BAR

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BOPW

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Raymond James Financial Services Advisors's BAR Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its GraniteShares Gold Shares (BAR) stake by 19% in Q3 2024, selling an estimated $145K and leaving 24,957 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Raymond James Financial Services Advisors first reported a position in BAR in Q1 2020 and has held it in 13 quarters since. The position peaked at $13.2M in Q1 2021. 127 funds tracked by Wall St. Rank hold BAR as of Q3 2024.

Raymond James Financial Services Advisors held 24,957 shares of GraniteShares Gold Shares worth $648K as of Q3 2024.
Raymond James Financial Services Advisors sold 5,931 GraniteShares Gold Shares shares in Q3 2024, an estimated $145K.
GraniteShares Gold Shares made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2438 holding.
Raymond James Financial Services Advisors first reported a position in GraniteShares Gold Shares in Q1 2020 and has held it in 13 quarters since.
Raymond James Financial Services Advisors's GraniteShares Gold Shares position peaked at $13.2M in Q1 2021.
127 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.