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
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 $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return