BTI
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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
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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
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 22.96% 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

Blue Trust Inc's BAR Position: Q2 2026 in Review

Blue Trust Inc reduced its GraniteShares Gold Shares (BAR) stake by 3.8% in Q2 2026, selling an estimated $13.5K and leaving 7,774 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Blue Trust Inc first reported a position in BAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $391K in Q4 2025. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Blue Trust Inc held 7,774 shares of GraniteShares Gold Shares worth $307K as of Q2 2026.
  • Blue Trust Inc sold 303 GraniteShares Gold Shares shares in Q2 2026, an estimated $13.5K.
  • GraniteShares Gold Shares made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #647 holding.
  • Blue Trust Inc first reported a position in GraniteShares Gold Shares in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's GraniteShares Gold Shares position peaked at $391K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.