ACA
BAR icon

Aptus Capital Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Aptus Capital 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 		$1.3M Sell
33,002
-890
-3% -$39.5K 0.01% 578
2026
Q1 		$1.56M Sell
33,892
-100
-0.3% -$4.8K 0.01% 510
2025
Q4 		$1.44M Sell
33,992
-43
-0.1% -$1.76K 0.01% 509
2025
Q3 		$1.3M Sell
34,035
-282
-0.8% -$9.63K 0.01% 504
2025
Q2 		$1.12M Sell
34,317
-21,638
-39% -$701K 0.01% 509
2025
Q1 		$1.73M Sell
55,955
-964
-2% -$27.3K 0.02% 420
2024
Q4 		$1.47M Sell
56,919
-6,543
-10% -$172K 0.02% 448
2024
Q3 		$1.65M Sell
63,462
-3,683
-5% -$90.1K 0.02% 338
2024
Q2 		$1.54M Buy
67,145
+5,392
+9% +$125K 0.03% 326
2024
Q1 		$1.36M Buy
+61,753
New +$1.26M 0.03% 349
2022
Q4 		– Sell
-46,760
Closed -$770K – 799
2022
Q3 		$770K Buy
46,760
+230
+0.5% +$3.94K 0.02% 278
2022
Q2 		$833K Buy
46,530
+9,084
+24% +$169K 0.02% 249
2022
Q1 		$719K Sell
37,446
-5,611
-13% -$105K 0.02% 271
2021
Q4 		$781K Sell
43,057
-546
-1% -$9.73K 0.02% 259
2021
Q3 		$761K Buy
43,603
+32,759
+302% +$582K 0.02% 256
2021
Q2 		$190K Buy
+10,844
New +$196K 0.01% 362

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

Aptus Capital Advisors's BAR Position: Q2 2026 in Review

Aptus Capital Advisors reduced its GraniteShares Gold Shares (BAR) stake by 2.6% in Q2 2026, selling an estimated $39.5K and leaving 33,002 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #578.

Aptus Capital Advisors first reported a position in BAR in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.73M in Q1 2025. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Aptus Capital Advisors held 33,002 shares of GraniteShares Gold Shares worth $1.3M as of Q2 2026.
  • Aptus Capital Advisors sold 890 GraniteShares Gold Shares shares in Q2 2026, an estimated $39.5K.
  • GraniteShares Gold Shares made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #578 holding.
  • Aptus Capital Advisors first reported a position in GraniteShares Gold Shares in Q2 2021 and has held it in 16 quarters since.
  • Aptus Capital Advisors's GraniteShares Gold Shares position peaked at $1.73M in Q1 2025.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.