BFA
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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

BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
ES
ETF Store Overland Park, Kansas $120M AUM 22.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 68 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.
  • 68 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.