Axxcess Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Axxcess Wealth Management’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	$344K	Buy	+8,695	New	+$386K	0.01%	823
2026 Q1	–	Sell	-8,695	Closed	-$369K	–	434
2025 Q4	$369K	Hold	8,695	–	–	0.01%	785
2025 Q3	$331K	Hold	8,695	–	–	0.01%	728
2025 Q2	$284K	Hold	8,695	–	–	0.01%	732
2025 Q1	$268K	Hold	8,695	–	–	0.01%	717
2024 Q4	$225K	Hold	8,695	–	–	0.01%	778
2024 Q3	$226K	Buy	+8,695	New	+$213K	0.01%	804

Other funds holding BAR

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

Jupiter Topco New York $245B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Axxcess Wealth Management's BAR Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in GraniteShares Gold Shares (BAR) in Q2 2026: 8,695 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #823 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BAR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BAR in Q3 2024 and has held it in 7 quarters since. The position peaked at $369K in Q4 2025. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Axxcess Wealth Management held 8,695 shares of GraniteShares Gold Shares worth $344K as of Q2 2026.
GraniteShares Gold Shares was a new Axxcess Wealth Management position in Q2 2026.
GraniteShares Gold Shares made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #823 holding.
Axxcess Wealth Management first reported a position in GraniteShares Gold Shares in Q3 2024 and has held it in 7 quarters since.
Axxcess Wealth Management's GraniteShares Gold Shares position peaked at $369K in Q4 2025.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.