RFN
BAR icon

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 $1.88B 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
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