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

Institute For Wealth Management, Llc.

$737 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

133

Shares Held

17.2M

Call Options Held

0

Put Options Held

0

About GraniteShares Gold Trust

Ticker BAR
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 55,250,000
Market Cap $1.5B

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