Brandywine Oak Private Wealth
BAR icon

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
Q3 		$18.5M Sell
452,405
-237
-0.1% -$9.9K 1.4% 16
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 		$9.9M 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 		$9.6M 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 		$6.36M Buy
361,909
+141,331
+64% +$2.55M 0.74% 26
2021
Q1 		$3.74M 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

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
ETF Store
ETF Store Overland Park, Kansas $122M AUM 15.06% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
BKM Wealth Management
BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return
SWP
Semus Wealth Partners Boca Raton, Florida $220M AUM 21.43% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Hanseatic Management Services
Hanseatic Management Services Albuquerque, New Mexico $122M AUM

Brandywine Oak Private Wealth's BAR Position: Q3 2026 in Review

Brandywine Oak Private Wealth reduced its GraniteShares Gold Shares (BAR) stake by 0.05% in Q3 2026, selling an estimated $9.9K and leaving 452,405 shares worth $18.5M. The position accounts for 1.4% of the portfolio, ranked #16.

Brandywine Oak Private Wealth first reported a position in BAR in Q4 2018 and has held it in 27 quarters since. The position peaked at $19.9M in Q1 2026. 58 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

  • Brandywine Oak Private Wealth held 452,405 shares of GraniteShares Gold Shares worth $18.5M as of Q3 2026.
  • Brandywine Oak Private Wealth sold 237 GraniteShares Gold Shares shares in Q3 2026, an estimated $9.9K.
  • GraniteShares Gold Shares made up 1.4% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #16 holding.
  • Brandywine Oak Private Wealth first reported a position in GraniteShares Gold Shares in Q4 2018 and has held it in 27 quarters since.
  • Brandywine Oak Private Wealth's GraniteShares Gold Shares position peaked at $19.9M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.