Beacon Financial Advisory’s GraniteShares Gold Shares BAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$527K	Sell	11,432 -201	-2%	-$9.65K	0.12%	215
2025 Q4	$494K	Buy	11,633 +70	+0.6%	+$2.86K	0.11%	219
2025 Q3	$440K	Hold	11,563	–	–	0.1%	228
2025 Q2	$377K	Hold	11,563	–	–	0.1%	237
2025 Q1	$357K	Hold	11,563	–	–	0.11%	210
2024 Q4	$299K	Hold	11,563	–	–	0.1%	227
2024 Q3	$300K	Hold	11,563	–	–	0.1%	218
2024 Q2	$265K	Buy	11,563 +353	+3%	+$8.15K	0.1%	229
2024 Q1	$246K	Hold	11,210	–	–	0.12%	209
2023 Q4	$229K	Hold	11,210	–	–	0.11%	223
2023 Q3	$205K	Hold	11,210	–	–	0.11%	210
2023 Q2	$213K	Hold	11,210	–	–	0.12%	200
2023 Q1	$219K	Hold	11,210	–	–	0.14%	186
2022 Q4	$202K	Hold	11,210	–	–	0.14%	179
2022 Q3	$185K	Hold	11,210	–	–	0.13%	182
2022 Q2	$201K	Hold	11,210	–	–	0.11%	209
2022 Q1	$215K	Hold	11,210	–	–	0.1%	221
2021 Q4	$203K	Buy	+11,210	New	+$200K	0.09%	233