Belpointe Asset Management
BAR icon

Belpointe Asset Management’s GraniteShares Gold Shares BAR Stock Holding History

Belpointe Asset 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 		$2.8M Buy
70,810
+153
+0.2% +$6.8K 0.09% 207
2026
Q1 		$3.26M Buy
+70,657
New +$3.39M 0.12% 162
2023
Q2 		– Sell
-875
Closed -$17.1K – 824
2023
Q1 		$17.1K Hold
875
– – ﹤0.01% 2398
2022
Q4 		$15.8K Buy
+875
New +$15K ﹤0.01% 2350

Other funds holding BAR

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Jupiter Topco
Jupiter Topco New York $245B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Belpointe Asset Management's BAR Position: Q2 2026 in Review

Belpointe Asset Management increased its GraniteShares Gold Shares (BAR) stake by 0.22% in Q2 2026, buying an estimated $6.8K and bringing the position to 70,810 shares worth $2.8M. The position accounts for 0.09% of the portfolio, ranked #207.

Belpointe Asset Management first reported a position in BAR in Q4 2022 and has held it in 4 quarters since. The position peaked at $3.26M in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Belpointe Asset Management held 70,810 shares of GraniteShares Gold Shares worth $2.8M as of Q2 2026.
  • Belpointe Asset Management bought 153 GraniteShares Gold Shares shares in Q2 2026, an estimated $6.8K.
  • GraniteShares Gold Shares made up 0.09% of Belpointe Asset Management's portfolio in Q2 2026, its #207 holding.
  • Belpointe Asset Management first reported a position in GraniteShares Gold Shares in Q4 2022 and has held it in 4 quarters since.
  • Belpointe Asset Management's GraniteShares Gold Shares position peaked at $3.26M in Q1 2026.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.