BOPW
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Brandywine Oak Private Wealth’s GraniteShares Gold Shares BAR Stock Holding History

Brandywine Oak Private Wealth’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 		$17.9M Buy
452,642
+21,955
+5% +$975K 1.36% 16
2026
Q1 		$19.9M Buy
430,687
+2,735
+0.6% +$131K 1.67% 13
2025
Q4 		$18.2M Sell
427,952
-9,123
-2% -$373K 1.53% 15
2025
Q3 		$16.6M Sell
437,075
-2,685
-0.6% -$91.6K 1.44% 16
2025
Q2 		$14.4M Sell
439,760
-46,003
-9% -$1.49M 1.33% 18
2025
Q1 		$15M Buy
485,763
+2,722
+0.6% +$77K 1.47% 16
2024
Q4 		$12.5M Buy
483,041
+5,812
+1% +$153K 1.22% 18
2024
Q3 		$12.4M Sell
477,229
-7,874
-2% -$193K 1.2% 18
2024
Q2 		$11.1M Sell
485,103
-82
-0% -$1.89K 1.14% 19
2024
Q1 		$10.7M Buy
485,185
+55
+0% +$1.13K 1.11% 18
2023
Q4 		$9.89M Buy
485,130
+215
+0% +$4.2K 1.1% 19
2023
Q3 		$8.86M Sell
484,915
-1,181
-0.2% -$22.5K 1.04% 19
2023
Q2 		$9.24M Sell
486,096
-7,191
-1% -$141K 1.03% 20
2023
Q1 		$9.62M Buy
493,287
+2,547
+0.5% +$47.7K 1.12% 18
2022
Q4 		$8.86M Sell
490,740
-30,660
-6% -$526K 1.1% 17
2022
Q3 		$8.59M Sell
521,400
-3
-0% -$51 1.17% 15
2022
Q2 		$9.34M Buy
521,403
+31,064
+6% +$577K 1.19% 16
2022
Q1 		$9.41M Buy
490,339
+38,892
+9% +$725K 1.08% 21
2021
Q4 		$8.19M Buy
451,447
+34,393
+8% +$613K 0.89% 23
2021
Q3 		$7.31M Buy
417,054
+55,145
+15% +$980K 0.85% 22
2021
Q2 		$6.37M Buy
361,909
+141,331
+64% +$2.55M 0.74% 26
2021
Q1 		$3.75M Buy
220,578
+27,973
+15% +$498K 0.55% 35
2020
Q4 		$3.64M Buy
192,605
+150,891
+362% +$2.81M 0.55% 35
2020
Q3 		$782K Buy
41,714
+17,689
+74% +$337K 0.13% 97
2020
Q2 		$426K Buy
+24,025
New +$410K 0.08% 149
2019
Q1 		– Sell
-390
Closed -$4K – 254
2018
Q4 		$4K Buy
+390
New +$4.78K ﹤0.01% 577

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
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
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Brandywine Oak Private Wealth's BAR Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its GraniteShares Gold Shares (BAR) stake by 5.1% in Q2 2026, buying an estimated $975K and bringing the position to 452,642 shares worth $17.9M. The position accounts for 1.36% of the portfolio, ranked #16.

Brandywine Oak Private Wealth first reported a position in BAR in Q4 2018 and has held it in 26 quarters since. The position peaked at $19.9M in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Brandywine Oak Private Wealth held 452,642 shares of GraniteShares Gold Shares worth $17.9M as of Q2 2026.
  • Brandywine Oak Private Wealth bought 21,955 GraniteShares Gold Shares shares in Q2 2026, an estimated $975K.
  • GraniteShares Gold Shares made up 1.36% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #16 holding.
  • Brandywine Oak Private Wealth first reported a position in GraniteShares Gold Shares in Q4 2018 and has held it in 26 quarters since.
  • Brandywine Oak Private Wealth's GraniteShares Gold Shares position peaked at $19.9M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.