Blue Trust Inc
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Blue Trust Inc’s GraniteShares Gold Shares BAR Stock Holding History

Blue Trust Inc’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 		$318K Sell
7,769
-5
-0.1% -$210 ﹤0.01% 628
2026
Q2 		$307K Sell
7,774
-303
-4% -$13.5K ﹤0.01% 647
2026
Q1 		$373K Sell
8,077
-1,128
-12% -$54.2K ﹤0.01% 578
2025
Q4 		$391K Buy
9,205
+70
+0.8% +$2.86K ﹤0.01% 570
2025
Q3 		$348K Sell
9,135
-886
-9% -$30.2K ﹤0.01% 616
2025
Q2 		$327K Buy
10,021
+124
+1% +$4.02K ﹤0.01% 602
2025
Q1 		$305K Buy
9,897
+5,732
+138% +$162K ﹤0.01% 563
2024
Q4 		$108K Sell
4,165
-497
-11% -$13.1K ﹤0.01% 907
2024
Q3 		$107K Buy
4,662
+2,742
+143% +$67.1K ﹤0.01% 1183
2024
Q2 		$42.2K Hold
1,920
– – ﹤0.01% 1317
2024
Q1 		$42.2K Buy
1,920
+536
+39% +$11K ﹤0.01% 965
2023
Q4 		$25K Buy
1,384
+362
+35% +$7.08K ﹤0.01% 1192
2023
Q3 		$19K Buy
1,022
+886
+651% +$16.9K ﹤0.01% 1193
2023
Q2 		$3K Sell
136
-7,470
-98% -$146K ﹤0.01% 1640
2023
Q1 		$138K Buy
7,606
+3,163
+71% +$59.3K ﹤0.01% 659
2022
Q4 		$73K Buy
4,443
+490
+12% +$8.4K ﹤0.01% 770
2022
Q3 		$71K Buy
3,953
+905
+30% +$15.5K ﹤0.01% 640
2022
Q2 		$59K Buy
+3,048
New +$56.6K ﹤0.01% 641

Other funds holding BAR

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return
ETF Store
ETF Store Overland Park, Kansas $122M AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Clear Point Advisors
Clear Point Advisors Melville, New York $146M AUM 10.14% 1-Year Est. Return

Blue Trust Inc's BAR Position: Q3 2026 in Review

Blue Trust Inc reduced its GraniteShares Gold Shares (BAR) stake by 0.06% in Q3 2026, selling an estimated $210 and leaving 7,769 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Blue Trust Inc first reported a position in BAR in Q2 2022 and has held it in 18 quarters since. The position peaked at $391K in Q4 2025. 90 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

  • Blue Trust Inc held 7,769 shares of GraniteShares Gold Shares worth $318K as of Q3 2026.
  • Blue Trust Inc sold 5 GraniteShares Gold Shares shares in Q3 2026, an estimated $210.
  • GraniteShares Gold Shares made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #628 holding.
  • Blue Trust Inc first reported a position in GraniteShares Gold Shares in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's GraniteShares Gold Shares position peaked at $391K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.