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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
Q2 		$854K Buy
21,597
+4,062
+23% +$180K 0.01% 1200
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 $1.55T 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 22.9% 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

Atria Investments's BAR Position: Q2 2026 in Review

Atria Investments increased its GraniteShares Gold Shares (BAR) stake by 23% in Q2 2026, buying an estimated $180K and bringing the position to 21,597 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #1200.

Atria Investments first reported a position in BAR in Q2 2019 and has held it in 11 quarters since. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Atria Investments held 21,597 shares of GraniteShares Gold Shares worth $854K as of Q2 2026.
  • Atria Investments bought 4,062 GraniteShares Gold Shares shares in Q2 2026, an estimated $180K.
  • GraniteShares Gold Shares made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1200 holding.
  • Atria Investments first reported a position in GraniteShares Gold Shares in Q2 2019 and has held it in 11 quarters since.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.