Steward Partners Investment Advisory’s GraniteShares Gold Shares BAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Buy |
159,074
+45,282
| +40% | +$1.48M | 0.04% | 423 |
|
|
2025
Q1 | $3.51M | Buy |
113,792
+12,580
| +12% | +$388K | 0.03% | 492 |
|
|
2024
Q4 | $2.62M | Sell |
101,212
-1,487
| -1% | -$38.5K | 0.02% | 560 |
|
|
2024
Q3 | $2.67M | Buy |
102,699
+2,942
| +3% | +$76.4K | 0.02% | 535 |
|
|
2024
Q2 | $2.29M | Buy |
99,757
+90,107
| +934% | +$2.07M | 0.02% | 541 |
|
|
2024
Q1 | $212K | Buy |
9,650
+150
| +2% | +$3.29K | ﹤0.01% | 1404 |
|
|
2023
Q4 | $194K | Hold |
9,500
| – | – | ﹤0.01% | 1392 |
|
|
2023
Q3 | $174K | Buy |
+9,500
| New | +$174K | ﹤0.01% | 1352 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$2K | – | 3415 |
|
|
2020
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2681 |
|
|
2020
Q3 | $2K | Sell |
100
-5,518
| -98% | -$110K | ﹤0.01% | 2552 |
|
|
2020
Q2 | $100K | Buy |
5,618
+158
| +3% | +$2.81K | ﹤0.01% | 1149 |
|
|
2020
Q1 | $85K | Hold |
5,460
| – | – | ﹤0.01% | 1056 |
|
|
2019
Q4 | $82K | Sell |
5,460
-2,080
| -28% | -$31.2K | ﹤0.01% | 1200 |
|
|
2019
Q3 | $110K | Buy |
7,540
+2,960
| +65% | +$43.2K | ﹤0.01% | 1053 |
|
|
2019
Q2 | $64K | Buy |
+4,580
| New | +$64K | ﹤0.01% | 1241 |
|