SWA
BAR icon

Stratos Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Stratos Wealth 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
2025
Q2 		– Sell
-10,019
Closed -$309K – 675
2025
Q1 		$309K Buy
10,019
+67
+0.7% +$1.9K 0.02% 543
2024
Q4 		$258K Hold
9,952
– – 0.01% 610
2024
Q3 		$258K Buy
9,952
+397
+4% +$9.71K 0.01% 643
2024
Q2 		$219K Sell
9,555
-2,480
-21% -$57.3K 0.01% 641
2024
Q1 		$264K Hold
12,035
– – 0.02% 571
2023
Q4 		$245K Hold
12,035
– – 0.01% 601
2023
Q3 		$220K Hold
12,035
– – 0.01% 603
2023
Q2 		$229K Sell
12,035
-46
-0.4% -$901 0.02% 575
2023
Q1 		$236K Buy
12,081
+300
+3% +$5.62K 0.02% 549
2022
Q4 		$213K Sell
11,781
-2,204
-16% -$37.8K 0.02% 538
2022
Q3 		$230K Buy
+13,985
New +$239K 0.02% 456
2021
Q3 		– Sell
-14,082
Closed -$248K – 500
2021
Q2 		$248K Buy
+14,082
New +$254K 0.02% 477

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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 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
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return