BWM
BAR icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return