VAS
BAR icon

Vestmark Advisory Solutions’s GraniteShares Gold Shares BAR Stock Holding History

Vestmark Advisory 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
2026
Q1 		$2.01M Buy
43,586
+1,089
+3% +$52.3K 0.02% 620
2025
Q4 		$1.81M Buy
+42,497
New +$1.74M 0.02% 613
2023
Q3 		– Sell
-26,491
Closed -$504K – 456
2023
Q2 		$504K Buy
26,491
+162
+0.6% +$3.17K 0.02% 587
2023
Q1 		$514K Buy
26,329
+959
+4% +$18K 0.02% 578
2022
Q4 		$458K Buy
25,370
+1,725
+7% +$29.6K 0.02% 581
2022
Q3 		$389K Buy
23,645
+166
+0.7% +$2.84K 0.02% 593
2022
Q2 		$421K Buy
23,479
+4,859
+26% +$90.2K 0.02% 581
2022
Q1 		$358K Buy
18,620
+3,245
+21% +$60.5K 0.02% 654
2021
Q4 		$279K Sell
15,375
-2,372
-13% -$42.3K 0.02% 735
2021
Q3 		$310K Buy
+17,747
New +$315K 0.02% 655

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
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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return