Wealthsimple’s GraniteShares Gold Shares BAR Stock Holding History

Wealthsimple’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
2022 Q3	–	Sell	-12,902	Closed	-$231K	–	39
2022 Q2	$231K	Sell	12,902 -14,001	-52%	-$260K	0.01%	33
2022 Q1	$517K	Buy	+26,903	New	+$502K	0.02%	25

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

CJFS

Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

BOPW

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

Wealthsimple's BAR Position: Q3 2022 in Review

Wealthsimple sold out of GraniteShares Gold Shares (BAR) in Q3 2022, closing a stake of 12,902 shares — an estimated $231K sold.

Wealthsimple first reported a position in BAR in Q1 2022 and held it in 2 quarters. The position peaked at $517K in Q1 2022. 111 funds tracked by Wall St. Rank hold BAR as of Q3 2022.

Wealthsimple reported no remaining GraniteShares Gold Shares position as of Q3 2022 after selling out during the quarter.
Wealthsimple sold 12,902 GraniteShares Gold Shares shares in Q3 2022, an estimated $231K.
Wealthsimple first reported a position in GraniteShares Gold Shares in Q1 2022 and held it in 2 quarters.
Wealthsimple's GraniteShares Gold Shares position peaked at $517K in Q1 2022.
111 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.