V Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

V Wealth Advisors’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
2023 Q3	–	Sell	-19,194	Closed	-$365K	–	138
2023 Q2	$365K	Sell	19,194 -1,363	-7%	-$26.7K	0.06%	248
2023 Q1	$401K	Sell	20,557 -3,302	-14%	-$61.9K	0.08%	235
2022 Q4	$431K	Sell	23,859 -7,399	-24%	-$127K	0.09%	212
2022 Q3	$515K	Sell	31,258 -7,932	-20%	-$136K	0.1%	192
2022 Q2	$702K	Sell	39,190 -250	-0.6%	-$4.64K	0.13%	175
2022 Q1	$757K	Buy	39,440 +1,353	+4%	+$25.2K	0.12%	187
2021 Q4	$691K	Buy	38,087 +5,819	+18%	+$104K	0.1%	192
2021 Q3	$563K	Sell	32,268 -64,911	-67%	-$1.15M	0.09%	248
2021 Q2	$1.71M	Buy	+97,179	New	+$1.75M	0.27%	87

Other funds holding BAR

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

V Wealth Advisors's BAR Position: Q3 2023 in Review

V Wealth Advisors sold out of GraniteShares Gold Shares (BAR) in Q3 2023, closing a stake of 19,194 shares — an estimated $365K sold.

V Wealth Advisors first reported a position in BAR in Q2 2021 and held it in 9 quarters. The position peaked at $1.71M in Q2 2021. 115 funds tracked by Wall St. Rank hold BAR as of Q3 2023.

V Wealth Advisors reported no remaining GraniteShares Gold Shares position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 19,194 GraniteShares Gold Shares shares in Q3 2023, an estimated $365K.
V Wealth Advisors first reported a position in GraniteShares Gold Shares in Q2 2021 and held it in 9 quarters.
V Wealth Advisors's GraniteShares Gold Shares position peaked at $1.71M in Q2 2021.
115 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.