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 |
|