WR Wealth Planners’s GraniteShares Gold Shares BAR Stock Holding History

WR Wealth Planners’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	$337	Hold	13	–	–	﹤0.01%	1033
2024 Q3	$338	Hold	13	–	–	﹤0.01%	1079
2024 Q2	$298	Hold	13	–	–	﹤0.01%	1084
2024 Q1	$285	Buy	+13	New	+$266	﹤0.01%	1116
2023 Q4	–	Sell	-13	Closed	-$238	–	238
2023 Q3	$238	Hold	13	–	–	﹤0.01%	878
2023 Q2	$247	Hold	13	–	–	﹤0.01%	865
2023 Q1	$254	Hold	13	–	–	﹤0.01%	881
2022 Q4	$235	Hold	13	–	–	﹤0.01%	470
2022 Q3	$214	Hold	13	–	–	﹤0.01%	480
2022 Q2	$233	Hold	13	–	–	﹤0.01%	503
2022 Q1	$250	Buy	+13	New	+$242	﹤0.01%	502

Other funds holding BAR

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WR Wealth Planners's BAR Position: Q4 2024 in Review

WR Wealth Planners held its GraniteShares Gold Shares (BAR) position steady in Q4 2024 at 13 shares worth $337. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

WR Wealth Planners first reported a position in BAR in Q1 2022 and has held it in 11 quarters since. The position peaked at $338 in Q3 2024. 122 funds tracked by Wall St. Rank hold BAR as of Q4 2024.

WR Wealth Planners held 13 shares of GraniteShares Gold Shares worth $337 as of Q4 2024.
WR Wealth Planners left its GraniteShares Gold Shares share count unchanged in Q4 2024.
GraniteShares Gold Shares made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1033 holding.
WR Wealth Planners first reported a position in GraniteShares Gold Shares in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's GraniteShares Gold Shares position peaked at $338 in Q3 2024.
122 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.