Institute For Wealth Management, Llc. Granite Shares Gold Trust Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Granite Shares Gold Trust stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,531 shares of BAR stock, worth $383,813. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,531
Previous 6,789 40.39%
Holding current value
$383,813
Previous $221,000 63.8%
% of portfolio
0.04%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$32.23 - $38.06 $88,374 - $104,360
2,742 Added 40.39%
9,531 $362,000
Q2 2025

Jul 18, 2025
BUY
$29.34 - $33.87 $4,665 - $5,385
159 Added 2.4%
6,789 $221,000
Q1 2025

Apr 21, 2025
BUY
$26.01 - $30.84 $172,446 - $204,469
6,630 New
6,630 $204,000
Q4 2022

Feb 02, 2023
SELL
$16.06 - $18.05 $1,332 - $1,498
-83 Reduced 0.63%
13,114 $236,000
Q3 2022

Oct 18, 2022
SELL
$16.09 - $17.9 $3,459 - $3,848
-215 Reduced 1.6%
13,197 $217,000
Q2 2022

Jul 25, 2022
SELL
$17.91 - $19.62 $45,169 - $49,481
-2,522 Reduced 15.83%
13,412 $240,000
Q1 2022

Apr 29, 2022
BUY
$17.74 - $20.35 $319 - $366
18 Added 0.11%
15,934 $306,000
Q4 2021

Jan 21, 2022
SELL
$17.41 - $18.53 $19,586 - $20,846
-1,125 Reduced 6.6%
15,916 $289,000
Q2 2021

Jul 21, 2021
SELL
$17.16 - $18.96 $308 - $341
-18 Reduced 0.11%
17,041 $300,000
Q4 2020

Feb 01, 2021
SELL
$17.67 - $19.4 $371 - $407
-21 Reduced 0.12%
17,059 $322,000
Q3 2020

Nov 03, 2020
BUY
$17.65 - $20.51 $301,462 - $350,310
17,080 New
17,080 $320,000

Others Institutions Holding BAR

# of Institutions
172
Shares Held
15.9M
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 $2.22B
More about BAR
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