BKM Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

BKM Wealth 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	$1.37M	Buy	34,540 +6,042	+21%	+$268K	0.48%	60
2026 Q1	$1.31M	Buy	28,498 +1,532	+6%	+$73.5K	0.48%	62
2025 Q4	$1.15M	Sell	26,966 -3,395	-11%	-$139K	0.42%	68
2025 Q3	$1.16M	Buy	30,361 +1,825	+6%	+$62.3K	0.43%	67
2025 Q2	$931K	Buy	28,536 +5,319	+23%	+$172K	0.36%	71
2025 Q1	$716K	Sell	23,217 -7,569	-25%	-$214K	0.29%	83
2024 Q4	$797K	Sell	30,786 -6,117	-17%	-$161K	0.33%	78
2024 Q3	$958K	Sell	36,903 -38,993	-51%	-$954K	0.39%	68
2024 Q2	$1.74M	Sell	75,896 -6,207	-8%	-$143K	0.84%	35
2024 Q1	$1.8M	Buy	82,103 +3,202	+4%	+$65.6K	0.78%	37
2023 Q4	$1.61M	Buy	+78,901	New	+$1.54M	0.69%	37

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

BKM Wealth Management's BAR Position: Q2 2026 in Review

BKM Wealth Management increased its GraniteShares Gold Shares (BAR) stake by 21% in Q2 2026, buying an estimated $268K and bringing the position to 34,540 shares worth $1.37M. The position accounts for 0.48% of the portfolio, ranked #60.

BKM Wealth Management first reported a position in BAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.8M in Q1 2024. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

BKM Wealth Management held 34,540 shares of GraniteShares Gold Shares worth $1.37M as of Q2 2026.
BKM Wealth Management bought 6,042 GraniteShares Gold Shares shares in Q2 2026, an estimated $268K.
GraniteShares Gold Shares made up 0.48% of BKM Wealth Management's portfolio in Q2 2026, its #60 holding.
BKM Wealth Management first reported a position in GraniteShares Gold Shares in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's GraniteShares Gold Shares position peaked at $1.8M in Q1 2024.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.