SWS
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SYSTM Wealth Solutions’s GraniteShares Gold Shares BAR Stock Holding History

SYSTM Wealth Solutions’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
Q3 		$3.33K Sell
128
-20
-14% -$489 0.1% 48
2024
Q2 		$3.4K Hold
148
– – ﹤0.01% 593
2024
Q1 		$3.25K Sell
148
-982
-87% -$20.1K ﹤0.01% 865
2023
Q4 		$23K Buy
+1,130
New +$22.1K ﹤0.01% 700

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

SYSTM Wealth Solutions's BAR Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its GraniteShares Gold Shares (BAR) stake by 14% in Q3 2024, selling an estimated $489 and leaving 128 shares worth $3.33K. The position accounts for 0.1% of the portfolio, ranked #48.

SYSTM Wealth Solutions first reported a position in BAR in Q4 2023 and has held it in 4 quarters since. The position peaked at $23K in Q4 2023. 127 funds tracked by Wall St. Rank hold BAR as of Q3 2024.

  • SYSTM Wealth Solutions held 128 shares of GraniteShares Gold Shares worth $3.33K as of Q3 2024.
  • SYSTM Wealth Solutions sold 20 GraniteShares Gold Shares shares in Q3 2024, an estimated $489.
  • GraniteShares Gold Shares made up 0.1% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #48 holding.
  • SYSTM Wealth Solutions first reported a position in GraniteShares Gold Shares in Q4 2023 and has held it in 4 quarters since.
  • SYSTM Wealth Solutions's GraniteShares Gold Shares position peaked at $23K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.