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TrinityPoint Wealth’s GraniteShares Gold Shares BAR Stock Holding History

TrinityPoint Wealth’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 		$409K Buy
15,812
+131
+0.8% +$3.44K 0.06% 241
2024
Q3 		$407K Sell
15,681
-277
-2% -$6.78K 0.06% 238
2024
Q2 		$366K Buy
15,958
+250
+2% +$5.77K 0.06% 236
2024
Q1 		$345K Sell
15,708
-397
-2% -$8.13K 0.06% 233
2023
Q4 		$328K Sell
16,105
-104
-0.6% -$2.03K 0.06% 231
2023
Q3 		$296K Buy
16,209
+237
+1% +$4.52K 0.06% 230
2023
Q2 		$304K Buy
15,972
+1,237
+8% +$24.2K 0.06% 223
2023
Q1 		$287K Buy
14,735
+977
+7% +$18.3K 0.06% 219
2022
Q4 		$248K Sell
13,758
-717
-5% -$12.3K 0.06% 234
2022
Q3 		$238K Sell
14,475
-113
-0.8% -$1.93K 0.05% 237
2022
Q2 		$261K Buy
14,588
+72
+0.5% +$1.34K 0.06% 227
2022
Q1 		$279K Buy
14,516
+1,794
+14% +$33.4K 0.05% 258
2021
Q4 		$231K Sell
12,722
-3,707
-23% -$66.1K 0.04% 282
2021
Q3 		$287K Buy
16,429
+2,218
+16% +$39.4K 0.05% 249
2021
Q2 		$250K Buy
14,211
+658
+5% +$11.9K 0.05% 236
2021
Q1 		$230K Buy
13,553
+1,349
+11% +$24K 0.05% 224
2020
Q4 		$225K Buy
+12,204
New +$228K 0.05% 212

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

TrinityPoint Wealth's BAR Position: Q4 2024 in Review

TrinityPoint Wealth increased its GraniteShares Gold Shares (BAR) stake by 0.84% in Q4 2024, buying an estimated $3.44K and bringing the position to 15,812 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #241.

TrinityPoint Wealth first reported a position in BAR in Q4 2020 and has held it in 17 quarters since. 122 funds tracked by Wall St. Rank hold BAR as of Q4 2024.

  • TrinityPoint Wealth held 15,812 shares of GraniteShares Gold Shares worth $409K as of Q4 2024.
  • TrinityPoint Wealth bought 131 GraniteShares Gold Shares shares in Q4 2024, an estimated $3.44K.
  • GraniteShares Gold Shares made up 0.06% of TrinityPoint Wealth's portfolio in Q4 2024, its #241 holding.
  • TrinityPoint Wealth first reported a position in GraniteShares Gold Shares in Q4 2020 and has held it in 17 quarters since.
  • 122 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.