ARC
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Advisor Resource Council’s GraniteShares Gold Shares BAR Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-13,463
Closed -$381K – 222
2025
Q1 		$381K Buy
+13,463
New +$381K 0.03% 416
2021
Q3 		– Sell
-17,435
Closed -$307K – 243
2021
Q2 		$307K Buy
+17,435
New +$314K 0.03% 389

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Advisor Resource Council's BAR Position: Q2 2025 in Review

Advisor Resource Council sold out of GraniteShares Gold Shares (BAR) in Q2 2025, closing a stake of 13,463 shares — an estimated $381K sold.

Advisor Resource Council first reported a position in BAR in Q2 2021 and held it in 2 quarters. The position peaked at $381K in Q1 2025. 134 funds tracked by Wall St. Rank hold BAR as of Q2 2025.

  • Advisor Resource Council reported no remaining GraniteShares Gold Shares position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 13,463 GraniteShares Gold Shares shares in Q2 2025, an estimated $381K.
  • Advisor Resource Council first reported a position in GraniteShares Gold Shares in Q2 2021 and held it in 2 quarters.
  • Advisor Resource Council's GraniteShares Gold Shares position peaked at $381K in Q1 2025.
  • 134 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.