American Financial & Tax Strategies’s GraniteShares Gold Shares BAR Stock Holding History

American Financial & Tax Strategies’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	$1.23M	Sell	31,168 -63	-0.2%	-$2.8K	0.56%	49
2026 Q1	$1.44M	Sell	31,231 -1,447	-4%	-$69.5K	0.7%	43
2025 Q4	$1.39M	Sell	32,678 -2,953	-8%	-$121K	0.69%	42
2025 Q3	$1.36M	Sell	35,631 -280	-0.8%	-$9.56K	0.68%	43
2025 Q2	$1.17M	Sell	35,911 -1,160	-3%	-$37.6K	0.61%	48
2025 Q1	$1.14M	Sell	37,071 -1,183	-3%	-$33.5K	0.61%	46
2024 Q4	$990K	Sell	38,254 -80	-0.2%	-$2.1K	0.51%	51
2024 Q3	$996K	Buy	38,334 +360	+0.9%	+$8.81K	0.51%	53
2024 Q2	$872K	Buy	37,974 +48	+0.1%	+$1.11K	0.46%	57
2024 Q1	$833K	Buy	37,926 +433	+1%	+$8.87K	0.45%	57
2023 Q4	$764K	Buy	+37,493	New	+$733K	0.44%	56

Other funds holding BAR

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

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

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

American Financial & Tax Strategies's BAR Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its GraniteShares Gold Shares (BAR) stake by 0.2% in Q2 2026, selling an estimated $2.8K and leaving 31,168 shares worth $1.23M. The position accounts for 0.56% of the portfolio, ranked #49.

American Financial & Tax Strategies first reported a position in BAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q1 2026. 129 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

American Financial & Tax Strategies held 31,168 shares of GraniteShares Gold Shares worth $1.23M as of Q2 2026.
American Financial & Tax Strategies sold 63 GraniteShares Gold Shares shares in Q2 2026, an estimated $2.8K.
GraniteShares Gold Shares made up 0.56% of American Financial & Tax Strategies's portfolio in Q2 2026, its #49 holding.
American Financial & Tax Strategies first reported a position in GraniteShares Gold Shares in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's GraniteShares Gold Shares position peaked at $1.44M in Q1 2026.
129 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.