ALM First Financial Advisors’s GraniteShares Gold Shares BAR Stock Holding History

ALM First Financial Advisors’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	$11.1M	Buy	281,590 +48,237	+21%	+$2.14M	1.88%	15
2026 Q1	$7.2M	Hold	233,353	–	–	1.29%	18
2025 Q4	$9.43M	Hold	233,353	–	–	1.87%	15
2025 Q3	$8.45M	Hold	233,353	–	–	1.7%	15
2025 Q2	$7.24M	Hold	233,353	–	–	1.57%	15
2025 Q1	$6.85M	Buy	233,353 +188	+0.1%	+$5.32K	1.56%	15
2024 Q4	$5.86M	Buy	233,165 +23,951	+11%	+$629K	1.38%	15
2024 Q3	$5.43M	Buy	209,214 +9,214	+5%	+$225K	1.35%	15
2024 Q2	$4.59M	Hold	200,000	–	–	1.32%	14
2024 Q1	$4.39M	Hold	200,000	–	–	1.22%	15
2023 Q4	$4.08M	Hold	200,000	–	–	1.19%	15
2023 Q3	$3.66M	Hold	200,000	–	–	1.09%	15
2023 Q2	$3.8M	Hold	200,000	–	–	1.12%	15
2023 Q1	$3.9M	Hold	200,000	–	–	1.22%	15
2022 Q4	$3.61M	Buy	+200,000	New	+$3.43M	1.15%	15

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ALM First Financial Advisors's BAR Position: Q2 2026 in Review

ALM First Financial Advisors increased its GraniteShares Gold Shares (BAR) stake by 21% in Q2 2026, buying an estimated $2.14M and bringing the position to 281,590 shares worth $11.1M. The position accounts for 1.88% of the portfolio, ranked #15.

ALM First Financial Advisors first reported a position in BAR in Q4 2022 and has held it in 15 quarters since. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

ALM First Financial Advisors held 281,590 shares of GraniteShares Gold Shares worth $11.1M as of Q2 2026.
ALM First Financial Advisors bought 48,237 GraniteShares Gold Shares shares in Q2 2026, an estimated $2.14M.
GraniteShares Gold Shares made up 1.88% of ALM First Financial Advisors's portfolio in Q2 2026, its #15 holding.
ALM First Financial Advisors first reported a position in GraniteShares Gold Shares in Q4 2022 and has held it in 15 quarters since.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on ALM First Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.