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

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

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. 171 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.
171 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.