Rothwell Investment Advisors, LLC’s GraniteShares Gold Shares BAR Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio BAR Stock Details BAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$110K	Buy	+2,690	New	+$113K	0.06%	271

Other funds holding BAR

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

ETF Store Overland Park, Kansas $122M AUM 15.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Clear Point Advisors Melville, New York $146M AUM 10.14% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BAR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in GraniteShares Gold Shares (BAR) in Q3 2026: 2,690 shares worth $110K. The stake represents 0.06% of the portfolio and ranks #271 among its holdings.

90 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

Rothwell Investment Advisors, LLC held 2,690 shares of GraniteShares Gold Shares worth $110K as of Q3 2026.
GraniteShares Gold Shares was a new Rothwell Investment Advisors, LLC position in Q3 2026.
GraniteShares Gold Shares made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #271 holding.
90 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.