Redwood Financial Network’s GraniteShares Gold Shares BAR Stock Holding History

Redwood Financial Network’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	-17,444	Closed	-$332K	–	137
2023 Q2	$332K	Buy	17,444 +2,000	+13%	+$39.2K	0.31%	98
2023 Q1	$301K	Buy	15,444 +52	+0.3%	+$974	0.31%	101
2022 Q4	$278K	Hold	15,392	–	–	0.32%	103
2022 Q3	$254K	Hold	15,392	–	–	0.29%	105
2022 Q2	$276K	Sell	15,392 -518	-3%	-$9.62K	0.3%	104
2022 Q1	$305K	Buy	+15,910	New	+$297K	0.28%	105

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

Redwood Financial Network's BAR Position: Q3 2023 in Review

Redwood Financial Network sold out of GraniteShares Gold Shares (BAR) in Q3 2023, closing a stake of 17,444 shares — an estimated $332K sold.

Redwood Financial Network first reported a position in BAR in Q1 2022 and held it in 6 quarters. The position peaked at $332K in Q2 2023. 115 funds tracked by Wall St. Rank hold BAR as of Q3 2023.

Redwood Financial Network reported no remaining GraniteShares Gold Shares position as of Q3 2023 after selling out during the quarter.
Redwood Financial Network sold 17,444 GraniteShares Gold Shares shares in Q3 2023, an estimated $332K.
Redwood Financial Network first reported a position in GraniteShares Gold Shares in Q1 2022 and held it in 6 quarters.
Redwood Financial Network's GraniteShares Gold Shares position peaked at $332K in Q2 2023.
115 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2023.

Based on Redwood Financial Network's 13F filing for Q3 2023, filed 8 Nov 2023.