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Stratos Investment Management’s GraniteShares Gold Shares BAR Stock Holding History

Stratos Investment 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
2024
Q4 		– Sell
-8,072
Closed -$210K – 273
2024
Q3 		$210K Buy
+8,072
New +$197K 0.01% 239

Other funds holding BAR

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stratos Investment Management's BAR Position: Q4 2024 in Review

Stratos Investment Management sold out of GraniteShares Gold Shares (BAR) in Q4 2024, closing a stake of 8,072 shares — an estimated $210K sold.

Stratos Investment Management first reported a position in BAR in Q3 2024 and held it in 1 quarter. The position peaked at $210K in Q3 2024. 122 funds tracked by Wall St. Rank hold BAR as of Q4 2024.

  • Stratos Investment Management reported no remaining GraniteShares Gold Shares position as of Q4 2024 after selling out during the quarter.
  • Stratos Investment Management sold 8,072 GraniteShares Gold Shares shares in Q4 2024, an estimated $210K.
  • Stratos Investment Management first reported a position in GraniteShares Gold Shares in Q3 2024 and held it in 1 quarter.
  • Stratos Investment Management's GraniteShares Gold Shares position peaked at $210K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2024.

Based on Stratos Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.