B. Riley Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History

B. Riley Wealth Advisors’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	$236K	Buy	5,979 +155	+3%	+$6.89K	0.01%	709
2026 Q1	$259K	Hold	5,824	–	–	0.02%	625
2025 Q4	$247K	Hold	5,824	–	–	0.01%	782
2025 Q3	$222K	Buy	+5,824	New	+$199K	0.01%	854
2024 Q2	–	Sell	-15,522	Closed	-$284K	–	1399
2024 Q1	$284K	Buy	15,522 +3,550	+30%	+$72.7K	0.01%	1064
2023 Q4	$244K	Sell	11,972 -3,550	-23%	-$69.4K	0.01%	1147
2023 Q3	$284K	Hold	15,522	–	–	0.01%	1064
2023 Q2	$295K	Buy	+15,522	New	+$304K	0.01%	1131
2022 Q4	–	Sell	-11,522	Closed	-$190K	–	1500
2022 Q3	$190K	Buy	+11,522	New	+$197K	0.01%	1237

Other funds holding BAR

BOPW

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

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

B. Riley Wealth Advisors's BAR Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its GraniteShares Gold Shares (BAR) stake by 2.7% in Q2 2026, buying an estimated $6.89K and bringing the position to 5,979 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #709.

B. Riley Wealth Advisors first reported a position in BAR in Q3 2022 and has held it in 9 quarters since. The position peaked at $295K in Q2 2023. 50 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

B. Riley Wealth Advisors held 5,979 shares of GraniteShares Gold Shares worth $236K as of Q2 2026.
B. Riley Wealth Advisors bought 155 GraniteShares Gold Shares shares in Q2 2026, an estimated $6.89K.
GraniteShares Gold Shares made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #709 holding.
B. Riley Wealth Advisors first reported a position in GraniteShares Gold Shares in Q3 2022 and has held it in 9 quarters since.
B. Riley Wealth Advisors's GraniteShares Gold Shares position peaked at $295K in Q2 2023.
50 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.