BWS
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Broadway Wealth Solutions’s GraniteShares Gold Shares BAR Stock Holding History

Broadway Wealth Solutions’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
2025
Q4 		– Sell
-5,344
Closed -$203K – 94
2025
Q3 		$203K Buy
+5,344
New +$182K 0.11% 93

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Envestnet Asset Management
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Royal Bank of Canada
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LPL Financial
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Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
BOPW
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AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Broadway Wealth Solutions's BAR Position: Q4 2025 in Review

Broadway Wealth Solutions sold out of GraniteShares Gold Shares (BAR) in Q4 2025, closing a stake of 5,344 shares — an estimated $203K sold.

Broadway Wealth Solutions first reported a position in BAR in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 171 funds tracked by Wall St. Rank hold BAR as of Q4 2025.

  • Broadway Wealth Solutions reported no remaining GraniteShares Gold Shares position as of Q4 2025 after selling out during the quarter.
  • Broadway Wealth Solutions sold 5,344 GraniteShares Gold Shares shares in Q4 2025, an estimated $203K.
  • Broadway Wealth Solutions first reported a position in GraniteShares Gold Shares in Q3 2025 and held it in 1 quarter.
  • Broadway Wealth Solutions's GraniteShares Gold Shares position peaked at $203K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2025.

Based on Broadway Wealth Solutions's 13F filing for Q4 2025, filed 29 Jan 2026.