Sugarloaf Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Sugarloaf 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
2024 Q4	$79.9K	Hold	3,087	–	–	0.02%	246
2024 Q3	$80.2K	Hold	3,087	–	–	0.02%	255
2024 Q2	$70.9K	Hold	3,087	–	–	0.01%	261
2024 Q1	$67.8K	Hold	3,087	–	–	0.01%	264
2023 Q4	$62.9K	Hold	3,087	–	–	0.02%	263
2023 Q3	$56.4K	Hold	3,087	–	–	0.01%	274
2023 Q2	$58.7K	Hold	3,087	–	–	0.01%	268
2023 Q1	$60.2K	Sell	3,087 -4,552	-60%	-$85.3K	0.01%	264
2022 Q4	$138K	Sell	7,639 -8,623	-53%	-$148K	0.03%	163
2022 Q3	$268K	Buy	16,262 +3,917	+32%	+$67K	0.07%	103
2022 Q2	$221K	Buy	12,345 +3,587	+41%	+$66.6K	0.06%	114
2022 Q1	$208K	Buy	8,758 +2,120	+32%	+$39.5K	0.05%	119
2021 Q4	$120K	Buy	6,638 +564	+9%	+$10.1K	0.03%	177
2021 Q3	$106K	Buy	6,074 +5,990	+7,131%	+$106K	0.03%	184
2021 Q2	$1K	Buy	+84	New	+$1.51K	﹤0.01%	704

Other funds holding BAR

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sugarloaf Wealth Management's BAR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its GraniteShares Gold Shares (BAR) position steady in Q4 2024 at 3,087 shares worth $79.9K. The position accounts for 0.02% of the portfolio, ranked #246.

Sugarloaf Wealth Management first reported a position in BAR in Q2 2021 and has held it in 15 quarters since. The position peaked at $268K in Q3 2022. 122 funds tracked by Wall St. Rank hold BAR as of Q4 2024.

Sugarloaf Wealth Management held 3,087 shares of GraniteShares Gold Shares worth $79.9K as of Q4 2024.
Sugarloaf Wealth Management left its GraniteShares Gold Shares share count unchanged in Q4 2024.
GraniteShares Gold Shares made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #246 holding.
Sugarloaf Wealth Management first reported a position in GraniteShares Gold Shares in Q2 2021 and has held it in 15 quarters since.
Sugarloaf Wealth Management's GraniteShares Gold Shares position peaked at $268K in Q3 2022.
122 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.