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

WCG 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
2025 Q1	–	Sell	-222,739	Closed	-$5.77M	–	289
2024 Q4	$5.77M	Buy	222,739 +6,409	+3%	+$168K	0.38%	81
2024 Q3	$5.62M	Buy	+216,330	New	+$5.29M	0.38%	82
2024 Q1	–	Sell	-17,503	Closed	-$357K	–	258
2023 Q4	$357K	Buy	+17,503	New	+$342K	0.03%	275

Other funds holding BAR

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

LSPW

Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

WCG Wealth Advisors's BAR Position: Q1 2025 in Review

WCG Wealth Advisors sold out of GraniteShares Gold Shares (BAR) in Q1 2025, closing a stake of 222,739 shares — an estimated $5.77M sold.

WCG Wealth Advisors first reported a position in BAR in Q4 2023 and held it in 3 quarters. The position peaked at $5.77M in Q4 2024. 128 funds tracked by Wall St. Rank hold BAR as of Q1 2025.

WCG Wealth Advisors reported no remaining GraniteShares Gold Shares position as of Q1 2025 after selling out during the quarter.
WCG Wealth Advisors sold 222,739 GraniteShares Gold Shares shares in Q1 2025, an estimated $5.77M.
WCG Wealth Advisors first reported a position in GraniteShares Gold Shares in Q4 2023 and held it in 3 quarters.
WCG Wealth Advisors's GraniteShares Gold Shares position peaked at $5.77M in Q4 2024.
128 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2025.

Based on WCG Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.