TCPG
BAR icon

Trivant Custom Portfolio Group’s GraniteShares Gold Shares BAR Stock Holding History

Trivant Custom Portfolio Group’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 		– Sell
-2,000
Closed -$45.9K – 176
2024
Q2 		$45.9K Hold
2,000
– – 0.03% 100
2024
Q1 		$43.9K Hold
2,000
– – 0.03% 103
2023
Q4 		$40.8K Sell
2,000
-3,000
-60% -$58.6K 0.03% 114
2023
Q3 		$91.4K Sell
5,000
-5,500
-52% -$105K 0.07% 65
2023
Q2 		$200K Hold
10,500
– – 0.14% 53
2023
Q1 		$205K Buy
+10,500
New +$197K 0.15% 55

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 $528B 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 $376B AUM 19.32% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 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