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Clear Point Advisors Inc. → BAR

Clear Point Advisors Inc. BAR Position History

GraniteShares Gold Trust • Basic Materials

Quarters held
4
Latest value
$3.7M
Q3 2026
Peak value
$4.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.9M
Q1 2026$4.3M
Q2 2026$3.6M
Q3 2026$3.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.7M90.2K——
Q2 2026$3.6M89.9K——
Q1 2026$4.3M93.9K——
Q4 2025$3.9M91.0K——

Other funds holding BAR

Other Clear Point Advisors Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$12.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.9M
STT-PG

STATE STR CORP

$11.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.6M
JPM-PM

JPMORGAN CHASE & CO

$8.2M
VGES

VANGUARD WORLD FD

$6.8M
QQQ

INVESCO QQQ TR

$6.5M
Clear Point Advisors Inc. BAR Holdings: 13F Position History | Track13F