AIM
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Advyzon Investment Management’s GraniteShares Gold Shares BAR Stock Holding History

Advyzon Investment Management’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
Q2 		$8.36M Sell
211,478
-226,513
-52% -$10.1M 0.61% 36
2026
Q1 		$20.2M Sell
437,991
-13,976
-3% -$671K 1.81% 4
2025
Q4 		$19.2M Buy
451,967
+160,422
+55% +$6.56M 2.23% 3
2025
Q3 		$11.1M Sell
291,545
-31,237
-10% -$1.07M 1.9% 7
2025
Q2 		$10.5M Buy
+322,782
New +$10.5M 2.33% 6

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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

Advyzon Investment Management's BAR Position: Q2 2026 in Review

Advyzon Investment Management reduced its GraniteShares Gold Shares (BAR) stake by 52% in Q2 2026, selling an estimated $10.1M and leaving 211,478 shares worth $8.36M. The position accounts for 0.61% of the portfolio, ranked #36.

Advyzon Investment Management first reported a position in BAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.2M in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Advyzon Investment Management held 211,478 shares of GraniteShares Gold Shares worth $8.36M as of Q2 2026.
  • Advyzon Investment Management sold 226,513 GraniteShares Gold Shares shares in Q2 2026, an estimated $10.1M.
  • GraniteShares Gold Shares made up 0.61% of Advyzon Investment Management's portfolio in Q2 2026, its #36 holding.
  • Advyzon Investment Management first reported a position in GraniteShares Gold Shares in Q2 2025 and has held it in 5 quarters since.
  • Advyzon Investment Management's GraniteShares Gold Shares position peaked at $20.2M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.