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Woodmont Investment Counsel’s GraniteShares Gold Shares BAR Stock Holding History

Woodmont Investment Counsel’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
2024
Q4 		– Sell
-12,116
Closed -$315K – 261
2024
Q3 		$315K Hold
12,116
– – 0.02% 224
2024
Q2 		$278K Hold
12,116
– – 0.02% 222
2024
Q1 		$266K Hold
12,116
– – 0.02% 233
2023
Q4 		$247K Buy
+12,116
New +$237K 0.02% 225

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Woodmont Investment Counsel's BAR Position: Q4 2024 in Review

Woodmont Investment Counsel sold out of GraniteShares Gold Shares (BAR) in Q4 2024, closing a stake of 12,116 shares — an estimated $315K sold.

Woodmont Investment Counsel first reported a position in BAR in Q4 2023 and held it in 4 quarters. The position peaked at $315K in Q3 2024. 122 funds tracked by Wall St. Rank hold BAR as of Q4 2024.

  • Woodmont Investment Counsel reported no remaining GraniteShares Gold Shares position as of Q4 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 12,116 GraniteShares Gold Shares shares in Q4 2024, an estimated $315K.
  • Woodmont Investment Counsel first reported a position in GraniteShares Gold Shares in Q4 2023 and held it in 4 quarters.
  • Woodmont Investment Counsel's GraniteShares Gold Shares position peaked at $315K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2024.

Based on Woodmont Investment Counsel's 13F filing for Q4 2024, filed 11 Feb 2025.