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Calton & Associates’s GraniteShares Gold Shares BAR Stock Holding History

Calton & Associates’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 		– Sell
-5,404
Closed -$249K – 425
2026
Q1 		$249K Buy
5,404
+629
+13% +$30.2K 0.04% 361
2025
Q4 		$203K Buy
+4,775
New +$195K 0.03% 427
2024
Q1 		– Sell
-11,413
Closed -$233K – 194
2023
Q4 		$233K Buy
+11,413
New +$223K 0.09% 207
2023
Q2 		– Sell
-17,098
Closed -$334K – 213
2023
Q1 		$334K Sell
17,098
-451
-3% -$8.45K 0.15% 140
2022
Q4 		$317K Sell
17,549
-26,742
-60% -$458K 0.12% 187
2022
Q3 		$729K Buy
44,291
+23,583
+114% +$403K 0.42% 61
2022
Q2 		$370K Buy
20,708
+2,547
+14% +$47.3K 0.21% 128
2022
Q1 		$348K Sell
18,161
-30,115
-62% -$561K 0.1% 213
2021
Q4 		$876K Sell
48,276
-1,211
-2% -$21.6K 0.23% 115
2021
Q3 		$863K Sell
49,487
-991
-2% -$17.6K 0.19% 134
2021
Q2 		$888K Sell
50,478
-424
-0.8% -$7.64K 0.17% 129
2021
Q1 		$864K Buy
50,902
+7,045
+16% +$126K 0.17% 122
2020
Q4 		$828K Buy
43,857
+41
+0.1% +$765 0.15% 126
2020
Q3 		$822K Buy
+43,816
New +$834K 0.17% 110

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
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 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

Calton & Associates's BAR Position: Q2 2026 in Review

Calton & Associates sold out of GraniteShares Gold Shares (BAR) in Q2 2026, closing a stake of 5,404 shares — an estimated $249K sold.

Calton & Associates first reported a position in BAR in Q3 2020 and held it in 14 quarters. The position peaked at $888K in Q2 2021. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Calton & Associates reported no remaining GraniteShares Gold Shares position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 5,404 GraniteShares Gold Shares shares in Q2 2026, an estimated $249K.
  • Calton & Associates first reported a position in GraniteShares Gold Shares in Q3 2020 and held it in 14 quarters.
  • Calton & Associates's GraniteShares Gold Shares position peaked at $888K in Q2 2021.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.