WWM
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Wolff Wiese Magana’s GraniteShares Gold Shares BAR Stock Holding History

Wolff Wiese Magana’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
Q4 		– Sell
-410
Closed -$7.5K – 728
2023
Q3 		$7.5K Hold
410
– – 0.01% 382
2023
Q2 		$7.79K Buy
410
+11
+3% +$215 0.01% 382
2023
Q1 		$7.79K Hold
399
– – 0.01% 377
2022
Q4 		$7.2K Sell
399
-5,285
-93% -$90.6K 0.01% 366
2022
Q3 		$94K Sell
5,684
-19
-0.3% -$325 0.08% 166
2022
Q2 		$102K Hold
5,703
– – 0.07% 172
2022
Q1 		$110K Buy
5,703
+75
+1% +$1.4K 0.07% 172
2021
Q4 		$102K Sell
5,628
-6,449
-53% -$115K 0.07% 199
2021
Q3 		$211K Buy
12,077
+937
+8% +$16.7K 0.15% 122
2021
Q2 		$196K Hold
11,140
– – 0.14% 124
2021
Q1 		$189K Sell
11,140
-1,542
-12% -$27.5K 0.15% 122
2020
Q4 		$240K Buy
+12,682
New +$237K 0.2% 100

Other funds holding BAR

JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
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 $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return