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Atria Investments’s GraniteShares Gold Shares BAR Stock Holding History

Atria Investments’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 		$809K Sell
17,535
-305
-2% -$14.6K 0.01% 1180
2025
Q4 		$758K Sell
17,840
-601
-3% -$24.6K 0.01% 1219
2025
Q3 		$702K Sell
18,441
-2,238
-11% -$76.4K 0.01% 1225
2025
Q2 		$675K Sell
20,679
-555
-3% -$18K 0.01% 1260
2025
Q1 		$655K Sell
21,234
-1,420
-6% -$40.2K 0.01% 1205
2024
Q4 		$587K Sell
22,654
-3,876
-15% -$102K 0.01% 1246
2024
Q3 		$689K Sell
26,530
-5
-0% -$122 0.01% 1166
2024
Q2 		$609K Buy
+26,535
New +$613K 0.01% 1209
2019
Q4 		– Sell
-15,858
Closed -$233K – 1198
2019
Q3 		$233K Buy
15,858
+25
+0.2% +$367 0.01% 800
2019
Q2 		$239K Buy
+15,833
New +$207K 0.01% 832

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 $377B 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 $570B 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 $2.25B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return