Castle Rock Wealth Management, LLC Granite Shares Gold Trust Transaction History

Castle Rock Wealth Management, LLC

  • $386 Million
  • Q2 2025

A detailed history of Castle Rock Wealth Management, LLC transactions in Granite Shares Gold Trust stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 6,924 shares of BAR stock, worth $229,322. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,924
Previous 6,715 3.11%
Holding current value
$229,322
Previous $204,000 10.29%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$29.34 - $33.87 $6,132 - $7,078
209 Added 3.11%
6,924 $225,000
Q1 2025

Apr 08, 2025
BUY
$26.01 - $30.84 $174,657 - $207,090
6,715 New
6,715 $204,000
Q1 2024

May 13, 2024
BUY
$19.69 - $21.96 $174,197 - $194,280
8,847 New
8,847 $194,000
Q1 2022

Apr 25, 2022
BUY
$17.74 - $20.35 $187,316 - $214,875
10,559 New
10,559 $204,000

Others Institutions Holding BAR

# of Institutions
147
Shares Held
16.2M
Call Options Held
0
Put Options Held
0
View Full List

About GraniteShares Gold Trust

BAR Quotes by TradingView
  • Ticker BAR
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 55,250,000
  • Market Cap $1.83B
More about BAR
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