SVB Wealth’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
Sell
-1,232
Closed -$38K 609
2025
Q1
$38K Buy
+1,232
New +$38K ﹤0.01% 602
2022
Q4
Sell
-10,927
Closed -$180K 1046
2022
Q3
$180K Sell
10,927
-1,706
-14% -$28.1K ﹤0.01% 870
2022
Q2
$226K Buy
+12,633
New +$226K ﹤0.01% 646
2021
Q4
Sell
-12,657
Closed -$221K 824
2021
Q3
$221K Sell
12,657
-403
-3% -$7.04K ﹤0.01% 883
2021
Q2
$230K Sell
13,060
-3,274
-20% -$57.7K ﹤0.01% 855
2021
Q1
$277K Sell
16,334
-38,796
-70% -$658K ﹤0.01% 717
2020
Q4
$1.04M Buy
55,130
+438
+0.8% +$8.27K 0.02% 327
2020
Q3
$1.03M Buy
54,692
+6,750
+14% +$127K 0.02% 295
2020
Q2
$850K Buy
47,942
+15,829
+49% +$281K 0.02% 292
2020
Q1
$504K Sell
32,113
-30,655
-49% -$481K 0.01% 318
2019
Q4
$948K Buy
+62,768
New +$948K 0.02% 305