Relative Value Partners Group’s GraniteShares Gold Shares BAR Stock Holding History

Relative Value Partners Group’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 Q2	$8.39M	Buy	+365,555	New	+$8.44M	1.09%	17

Other funds holding BAR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 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 $65.2B AUM 31.44% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

Relative Value Partners Group's BAR Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in GraniteShares Gold Shares (BAR) in Q2 2024: 365,555 shares worth $8.39M. The stake represents 1.09% of the portfolio and ranks #17 among its holdings.

126 funds tracked by Wall St. Rank hold BAR as of Q2 2024.

Relative Value Partners Group held 365,555 shares of GraniteShares Gold Shares worth $8.39M as of Q2 2024.
GraniteShares Gold Shares was a new Relative Value Partners Group position in Q2 2024.
GraniteShares Gold Shares made up 1.09% of Relative Value Partners Group's portfolio in Q2 2024, its #17 holding.
126 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.