Brendel Financial Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Brendel Financial Advisors’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	$5.8M	Hold	146,753	–	–	2.69%	4
2026 Q1	$6.77M	Sell	146,753 -1,377	-0.9%	-$66.1K	3.35%	2
2025 Q4	$6.29M	Sell	148,130 -933	-0.6%	-$38.2K	3.1%	2
2025 Q3	$5.67M	Sell	149,063 -2,217	-1%	-$75.7K	2.91%	2
2025 Q2	$4.94M	Buy	151,280 +1,555	+1%	+$50.4K	2.77%	3
2025 Q1	$4.62M	Buy	149,725 +1,724	+1%	+$48.8K	2.81%	4
2024 Q4	$3.83M	Sell	148,001 -2,062	-1%	-$54.2K	2.32%	10
2024 Q3	$3.9M	Hold	150,063	–	–	2.21%	12
2024 Q2	$3.44M	Sell	150,063 -4,383	-3%	-$101K	2.19%	10
2024 Q1	$3.39M	Buy	154,446 +345	+0.2%	+$7.07K	3.88%	6
2023 Q4	$3.14M	Buy	154,101 +1,538	+1%	+$30.1K	2.06%	19
2023 Q3	$2.79M	Sell	152,563 -24,087	-14%	-$459K	4.14%	11
2023 Q2	$3.36M	Buy	176,650 +6,188	+4%	+$121K	5.05%	3
2023 Q1	$3.33M	Buy	170,462 +28,059	+20%	+$526K	2.46%	11
2022 Q4	$2.57M	Hold	142,403	–	–	5.15%	4
2022 Q3	$2.35M	Buy	+142,403	New	+$2.44M	5.57%	3

Other funds holding BAR

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

Jupiter Topco New York $245B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Brendel Financial Advisors's BAR Position: Q2 2026 in Review

Brendel Financial Advisors held its GraniteShares Gold Shares (BAR) position steady in Q2 2026 at 146,753 shares worth $5.8M. The position accounts for 2.69% of the portfolio, ranked #4.

Brendel Financial Advisors first reported a position in BAR in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.77M in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Brendel Financial Advisors held 146,753 shares of GraniteShares Gold Shares worth $5.8M as of Q2 2026.
Brendel Financial Advisors left its GraniteShares Gold Shares share count unchanged in Q2 2026.
GraniteShares Gold Shares made up 2.69% of Brendel Financial Advisors's portfolio in Q2 2026, its #4 holding.
Brendel Financial Advisors first reported a position in GraniteShares Gold Shares in Q3 2022 and has held it in 16 quarters since.
Brendel Financial Advisors's GraniteShares Gold Shares position peaked at $6.77M in Q1 2026.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.