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

Tradition 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 Q1	–	Sell	-1,200	Closed	-$24K	–	456
2023 Q4	$24K	Hold	1,200	–	–	﹤0.01%	789
2023 Q3	$22K	Hold	1,200	–	–	﹤0.01%	816
2023 Q2	$23K	Hold	1,200	–	–	﹤0.01%	837
2023 Q1	$23K	Hold	1,200	–	–	﹤0.01%	801
2022 Q4	$22K	Hold	1,200	–	–	﹤0.01%	729
2022 Q3	$20K	Hold	1,200	–	–	﹤0.01%	750
2022 Q2	$21K	Hold	1,200	–	–	﹤0.01%	634
2022 Q1	$23K	Hold	1,200	–	–	﹤0.01%	684
2021 Q4	$22K	Hold	1,200	–	–	﹤0.01%	701
2021 Q3	$21K	Hold	1,200	–	–	﹤0.01%	708
2021 Q2	$21K	Hold	1,200	–	–	﹤0.01%	743
2021 Q1	$20K	Hold	1,200	–	–	﹤0.01%	627
2020 Q4	$23K	Buy	+1,200	New	+$22.4K	﹤0.01%	559

Other funds holding BAR

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Tradition Wealth Management's BAR Position: Q1 2024 in Review

Tradition Wealth Management sold out of GraniteShares Gold Shares (BAR) in Q1 2024, closing a stake of 1,200 shares — an estimated $24K sold.

Tradition Wealth Management first reported a position in BAR in Q4 2020 and held it in 13 quarters. The position peaked at $24K in Q4 2023. 120 funds tracked by Wall St. Rank hold BAR as of Q1 2024.

Tradition Wealth Management reported no remaining GraniteShares Gold Shares position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,200 GraniteShares Gold Shares shares in Q1 2024, an estimated $24K.
Tradition Wealth Management first reported a position in GraniteShares Gold Shares in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's GraniteShares Gold Shares position peaked at $24K in Q4 2023.
120 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.