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Ausdal Financial Partners’s GraniteShares Gold Shares BAR Stock Holding History

Ausdal Financial Partners’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 		$20.1M Buy
435,565
+14,474
+3% +$695K 0.89% 15
2025
Q4 		$17.9M Buy
421,091
+13,046
+3% +$534K 0.83% 22
2025
Q3 		$15.5M Buy
408,045
+219,682
+117% +$7.5M 0.75% 23
2025
Q2 		$6.15M Buy
+188,363
New +$6.1M 0.41% 56

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
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Ausdal Financial Partners's BAR Position: Q1 2026 in Review

Ausdal Financial Partners increased its GraniteShares Gold Shares (BAR) stake by 3.4% in Q1 2026, buying an estimated $695K and bringing the position to 435,565 shares worth $20.1M. The position accounts for 0.89% of the portfolio, ranked #15.

Ausdal Financial Partners first reported a position in BAR in Q2 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Ausdal Financial Partners held 435,565 shares of GraniteShares Gold Shares worth $20.1M as of Q1 2026.
  • Ausdal Financial Partners bought 14,474 GraniteShares Gold Shares shares in Q1 2026, an estimated $695K.
  • GraniteShares Gold Shares made up 0.89% of Ausdal Financial Partners's portfolio in Q1 2026, its #15 holding.
  • Ausdal Financial Partners first reported a position in GraniteShares Gold Shares in Q2 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.