Retirement Group’s GraniteShares Gold Shares BAR Stock Holding History

Retirement 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 Q1	$17.6K	Hold	800	–	–	0.01%	380
2023 Q4	$16.3K	Hold	800	–	–	0.01%	373
2023 Q3	$14.6K	Hold	800	–	–	0.01%	363
2023 Q2	$15.2K	Hold	800	–	–	0.01%	360
2023 Q1	$16K	Hold	800	–	–	0.01%	332
2022 Q4	$14K	Buy	+800	New	+$13.7K	0.01%	316
2022 Q3	–	Sell	-800	Closed	-$14K	–	504
2022 Q2	$14K	Hold	800	–	–	0.01%	375
2022 Q1	$15K	Hold	800	–	–	0.01%	385
2021 Q4	$15K	Hold	800	–	–	0.01%	371
2021 Q3	$14K	Hold	800	–	–	0.01%	349
2021 Q2	$14K	Hold	800	–	–	0.01%	366
2021 Q1	$14K	Hold	800	–	–	0.01%	432
2020 Q4	$15K	Buy	+800	New	+$14.9K	0.01%	382

Other funds holding BAR

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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 New York $777B AUM 61.18% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Retirement Group's BAR Position: Q1 2024 in Review

Retirement Group held its GraniteShares Gold Shares (BAR) position steady in Q1 2024 at 800 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #380.

Retirement Group first reported a position in BAR in Q4 2020 and has held it in 13 quarters since. 120 funds tracked by Wall St. Rank hold BAR as of Q1 2024.

Retirement Group held 800 shares of GraniteShares Gold Shares worth $17.6K as of Q1 2024.
Retirement Group left its GraniteShares Gold Shares share count unchanged in Q1 2024.
GraniteShares Gold Shares made up 0.01% of Retirement Group's portfolio in Q1 2024, its #380 holding.
Retirement Group first reported a position in GraniteShares Gold Shares in Q4 2020 and has held it in 13 quarters since.
120 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.