Number of Shares
402,345.00
Current Holdings Value*
$12.41 Mil
% of Portfolio
2.02%
Total Estimate Gain
$5.94 Mil
% of Total Estimate Gain
67.80%

LAKE STREET PRIVATE WEALTH, LLC's GraniteShares Gold Shares Holding Summary

As of 2025-03-31, LAKE STREET PRIVATE WEALTH, LLC held 402,345.00 shares of GraniteShares Gold Shares(BAR), totaling $12.41 Mil. This investment constitutes 2.02% of their stock portfolio, and LAKE STREET PRIVATE WEALTH, LLC now holds 1.18% of the outstanding GraniteShares Gold Shares(BAR) stock.

The initial trade took place in 2021Q4. And since then LAKE STREET PRIVATE WEALTH, LLC has made 9 purchases of BAR, at an average price of $18.84, for a total of 464,673.00 shares. In addition, there have been 5 sales at an average price of $19.93 for 62,328.00 shares. Based on historical transaction data and BAR's current price of $33.43, LAKE STREET PRIVATE WEALTH, LLC's estimated gain on his BAR holdings is $5.94 Mil, reflecting a 67.80% gain to date.

LAKE STREET PRIVATE WEALTH, LLC BAR ($33.43) Holding Chart

LAKE STREET PRIVATE WEALTH, LLC BAR ($33.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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