Security National Trust’s GraniteShares Gold Shares BAR Stock Holding History

Security National Trust’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
2020 Q2	–	Sell	-400	Closed	-$6K	–	413
2020 Q1	$6K	Hold	400	–	–	﹤0.01%	388
2019 Q4	$6K	Buy	+400	New	+$5.91K	﹤0.01%	400

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JPG

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

CIA

CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Security National Trust's BAR Position: Q2 2020 in Review

Security National Trust sold out of GraniteShares Gold Shares (BAR) in Q2 2020, closing a stake of 400 shares — an estimated $6K sold.

Security National Trust first reported a position in BAR in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q1 2020. 61 funds tracked by Wall St. Rank hold BAR as of Q2 2020.

Security National Trust reported no remaining GraniteShares Gold Shares position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 400 GraniteShares Gold Shares shares in Q2 2020, an estimated $6K.
Security National Trust first reported a position in GraniteShares Gold Shares in Q4 2019 and held it in 2 quarters.
Security National Trust's GraniteShares Gold Shares position peaked at $6K in Q1 2020.
61 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.