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 Q3	$1.62M	Buy	39,562 +5,022	+15%	+$211K	0.52%	57
2026 Q2	$1.37M	Buy	34,540 +6,042	+21%	+$268K	0.48%	60
2026 Q1	$1.31M	Buy	28,498 +1,532	+6%	+$73.6K	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

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

ETF Store Overland Park, Kansas $122M AUM 15.06% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

SWP

Semus Wealth Partners Boca Raton, Florida $220M AUM 21.43% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Hanseatic Management Services Albuquerque, New Mexico $136M AUM

BKM Wealth Management's BAR Position: Q3 2026 in Review

BKM Wealth Management increased its GraniteShares Gold Shares (BAR) stake by 15% in Q3 2026, buying an estimated $211K and bringing the position to 39,562 shares worth $1.62M. The position accounts for 0.52% of the portfolio, ranked #57.

BKM Wealth Management first reported a position in BAR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.8M in Q1 2024. 48 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

BKM Wealth Management held 39,562 shares of GraniteShares Gold Shares worth $1.62M as of Q3 2026.
BKM Wealth Management bought 5,022 GraniteShares Gold Shares shares in Q3 2026, an estimated $211K.
GraniteShares Gold Shares made up 0.52% of BKM Wealth Management's portfolio in Q3 2026, its #57 holding.
BKM Wealth Management first reported a position in GraniteShares Gold Shares in Q4 2023 and has held it in 12 quarters since.
BKM Wealth Management's GraniteShares Gold Shares position peaked at $1.8M in Q1 2024.
48 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.