Avantax Advisory Services’s GraniteShares Gold Shares BAR Stock Holding History

Avantax Advisory Services’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
2025 Q2	$221K	Buy	+6,780	New	+$220K	﹤0.01%	2136

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Avantax Advisory Services's BAR Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in GraniteShares Gold Shares (BAR) in Q2 2025: 6,780 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #2136 among its holdings.

134 funds tracked by Wall St. Rank hold BAR as of Q2 2025.

Avantax Advisory Services held 6,780 shares of GraniteShares Gold Shares worth $221K as of Q2 2025.
GraniteShares Gold Shares was a new Avantax Advisory Services position in Q2 2025.
GraniteShares Gold Shares made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2136 holding.
134 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.