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

Beacon Financial Advisory’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	$452K	Hold	11,432	–	–	0.09%	264
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

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

Beacon Financial Advisory's BAR Position: Q2 2026 in Review

Beacon Financial Advisory held its GraniteShares Gold Shares (BAR) position steady in Q2 2026 at 11,432 shares worth $452K. The position accounts for 0.09% of the portfolio, ranked #264.

Beacon Financial Advisory first reported a position in BAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $527K in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Beacon Financial Advisory held 11,432 shares of GraniteShares Gold Shares worth $452K as of Q2 2026.
Beacon Financial Advisory left its GraniteShares Gold Shares share count unchanged in Q2 2026.
GraniteShares Gold Shares made up 0.09% of Beacon Financial Advisory's portfolio in Q2 2026, its #264 holding.
Beacon Financial Advisory first reported a position in GraniteShares Gold Shares in Q4 2021 and has held it in 19 quarters since.
Beacon Financial Advisory's GraniteShares Gold Shares position peaked at $527K in Q1 2026.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.