AWM
BAR icon

AE Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

AE Wealth 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 		$2.59M Buy
65,599
+6,959
+12% +$309K 0.01% 588
2026
Q1 		$2.71M Sell
58,640
-9,096
-13% -$437K 0.01% 558
2025
Q4 		$2.88M Sell
67,736
-1,853
-3% -$75.8K 0.02% 511
2025
Q3 		$2.65M Buy
69,589
+2,380
+4% +$81.2K 0.02% 495
2025
Q2 		$2.19M Sell
67,209
-12,028
-15% -$390K 0.02% 518
2025
Q1 		$2.44M Sell
79,237
-231
-0.3% -$6.54K 0.02% 480
2024
Q4 		$2.06M Sell
79,468
-4,957
-6% -$130K 0.02% 516
2024
Q3 		$2.19M Sell
84,425
-2,114
-2% -$51.7K 0.02% 509
2024
Q2 		$1.99M Sell
86,539
-5,726
-6% -$132K 0.02% 522
2024
Q1 		$2.03M Sell
92,265
-29,478
-24% -$604K 0.02% 486
2023
Q4 		$2.43M Buy
121,743
+20,970
+21% +$410K 0.01% 837
2023
Q3 		$1.84M Sell
100,773
-3,763
-4% -$71.7K 0.01% 877
2023
Q2 		$1.99M Buy
104,536
+66,884
+178% +$1.31M 0.01% 852
2023
Q1 		$735K Buy
+37,652
New +$706K ﹤0.01% 1172

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

AE Wealth Management's BAR Position: Q2 2026 in Review

AE Wealth Management increased its GraniteShares Gold Shares (BAR) stake by 12% in Q2 2026, buying an estimated $309K and bringing the position to 65,599 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #588.

AE Wealth Management first reported a position in BAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.88M in Q4 2025. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • AE Wealth Management held 65,599 shares of GraniteShares Gold Shares worth $2.59M as of Q2 2026.
  • AE Wealth Management bought 6,959 GraniteShares Gold Shares shares in Q2 2026, an estimated $309K.
  • GraniteShares Gold Shares made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #588 holding.
  • AE Wealth Management first reported a position in GraniteShares Gold Shares in Q1 2023 and has held it in 14 quarters since.
  • AE Wealth Management's GraniteShares Gold Shares position peaked at $2.88M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.