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SeaBridge Investment Advisors’s GraniteShares Gold Shares BAR Stock Holding History

SeaBridge Investment 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
2021
Q1 		– Sell
-24,100
Closed -$455K – 130
2020
Q4 		$455K Sell
24,100
-6,500
-21% -$121K 0.16% 117
2020
Q3 		$574K Hold
30,600
– – 0.21% 100
2020
Q2 		$543K Buy
30,600
+12,000
+65% +$205K 0.21% 102
2020
Q1 		$292K Buy
+18,600
New +$293K 0.13% 117

Other funds holding BAR

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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SeaBridge Investment Advisors's BAR Position: Q1 2021 in Review

SeaBridge Investment Advisors sold out of GraniteShares Gold Shares (BAR) in Q1 2021, closing a stake of 24,100 shares — an estimated $455K sold.

SeaBridge Investment Advisors first reported a position in BAR in Q1 2020 and held it in 4 quarters. The position peaked at $574K in Q3 2020. 81 funds tracked by Wall St. Rank hold BAR as of Q1 2021.

  • SeaBridge Investment Advisors reported no remaining GraniteShares Gold Shares position as of Q1 2021 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 24,100 GraniteShares Gold Shares shares in Q1 2021, an estimated $455K.
  • SeaBridge Investment Advisors first reported a position in GraniteShares Gold Shares in Q1 2020 and held it in 4 quarters.
  • SeaBridge Investment Advisors's GraniteShares Gold Shares position peaked at $574K in Q3 2020.
  • 81 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2021.

Based on SeaBridge Investment Advisors's 13F filing for Q1 2021, filed 10 May 2021.