Sugarloaf Wealth Management, LLC Granite Shares Gold Trust Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Granite Shares Gold Trust stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 3,087 shares of BAR stock, worth $101,932. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,087

Previous 3,087 -0.0%

Holding current value

$101,932

Previous $80,000 1.25%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 26, 2023	SELL	$17.94 - $19.79 $81,662 - $90,084	-4,552 Reduced 59.59%	3,087 $60,000
Q4 2022 Feb 03, 2023	SELL	$16.06 - $18.05 $138,485 - $155,645	-8,623 Reduced 53.03%	7,639 $137,000
Q3 2022 Oct 11, 2022	BUY	$16.09 - $17.9 $63,024 - $70,114	3,917 Added 31.73%	16,262 $268,000
Q2 2022 Jul 12, 2022	BUY	$17.91 - $19.62 $64,243 - $70,376	3,587 Added 40.96%	12,345 $221,000
Q1 2022 Apr 25, 2022	BUY	$17.74 - $20.35 $37,608 - $43,142	2,120 Added 31.94%	8,758 $208,000
Q4 2021 Jan 20, 2022	BUY	$17.41 - $18.53 $9,819 - $10,450	564 Added 9.29%	6,638 $120,000
Q3 2021 Oct 20, 2021	BUY	$17.14 - $18.17 $102,668 - $108,838	5,990 Added 7130.95%	6,074 $106,000
Q2 2021 Jul 20, 2021	BUY	$17.16 - $18.96 $1,441 - $1,592	84 New	84 $1,000

Others Institutions Holding BAR

# of Institutions

142

Shares Held

17M

Call Options Held

Put Options Held

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About GraniteShares Gold Trust

Ticker BAR
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 55,250,000
Market Cap $1.82B

More about BAR

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Sugarloaf Wealth Management, LLC Granite Shares Gold Trust Transaction History