SWM
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Spire Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-57
Closed -$1K – 2533
2021
Q4 		$1K Buy
+57
New +$1.02K ﹤0.01% 2847

Other funds holding BAR

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RBA
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GP
Greenline Partners New York $983M AUM 29.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Spire Wealth Management's BAR Position: Q1 2022 in Review

Spire Wealth Management sold out of GraniteShares Gold Shares (BAR) in Q1 2022, closing a stake of 57 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in BAR in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 109 funds tracked by Wall St. Rank hold BAR as of Q1 2022.

  • Spire Wealth Management reported no remaining GraniteShares Gold Shares position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 57 GraniteShares Gold Shares shares in Q1 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in GraniteShares Gold Shares in Q4 2021 and held it in 1 quarter.
  • Spire Wealth Management's GraniteShares Gold Shares position peaked at $1K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.