CIM
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Cambria Investment Management’s GraniteShares Gold Shares BAR Stock Holding History

Cambria Investment Management’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
Q1 		$12.6M Sell
272,801
-8,686
-3% -$417K 0.7% 10
2025
Q4 		$12M Sell
281,487
-27,446
-9% -$1.12M 0.7% 12
2025
Q3 		$11.8M Buy
308,933
+1,462
+0.5% +$49.9K 0.71% 24
2025
Q2 		$10M Sell
307,471
-77,829
-20% -$2.52M 0.68% 40
2025
Q1 		$11.9M Sell
385,300
-35,387
-8% -$1M 0.83% 31
2024
Q4 		$10.9M Sell
420,687
-35,460
-8% -$932K 0.66% 76
2024
Q3 		$11.8M Sell
456,147
-65,643
-13% -$1.61M 0.71% 69
2024
Q2 		$12M Buy
521,790
+437,157
+517% +$10.1M 0.73% 62
2024
Q1 		$1.86M Sell
84,633
-523,842
-86% -$10.7M 0.11% 129
2023
Q4 		$12.4M Sell
608,475
-147,982
-20% -$2.89M 0.86% 31
2023
Q3 		$13.8M Sell
756,457
-51,189
-6% -$976K 1.12% 11
2023
Q2 		$15.4M Sell
807,646
-25,194
-3% -$493K 1.28% 5
2023
Q1 		$16.2M Buy
832,840
+623,428
+298% +$11.7M 1.34% 4
2022
Q4 		$3.78M Buy
209,412
+25,074
+14% +$430K 0.32% 117
2022
Q3 		$3.04M Buy
184,338
+51,832
+39% +$887K 0.33% 124
2022
Q2 		$2.37M Sell
132,506
-66,252
-33% -$1.23M 0.31% 122
2022
Q1 		$3.82M Buy
198,758
+172,061
+644% +$3.21M 0.49% 107
2021
Q4 		$485K Hold
26,697
– – 0.08% 151
2021
Q3 		$466K Sell
26,697
-809
-3% -$14.4K 0.09% 155
2021
Q2 		$484K Buy
27,506
+809
+3% +$14.6K 0.08% 160
2021
Q1 		$453K Hold
26,697
– – 0.09% 158
2020
Q4 		$504K Buy
+26,697
New +$498K 0.17% 148

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Cambria Investment Management's BAR Position: Q1 2026 in Review

Cambria Investment Management reduced its GraniteShares Gold Shares (BAR) stake by 3.1% in Q1 2026, selling an estimated $417K and leaving 272,801 shares worth $12.6M. The position accounts for 0.7% of the portfolio, ranked #10.

Cambria Investment Management first reported a position in BAR in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.2M in Q1 2023. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Cambria Investment Management held 272,801 shares of GraniteShares Gold Shares worth $12.6M as of Q1 2026.
  • Cambria Investment Management sold 8,686 GraniteShares Gold Shares shares in Q1 2026, an estimated $417K.
  • GraniteShares Gold Shares made up 0.7% of Cambria Investment Management's portfolio in Q1 2026, its #10 holding.
  • Cambria Investment Management first reported a position in GraniteShares Gold Shares in Q4 2020 and has held it in 22 quarters since.
  • Cambria Investment Management's GraniteShares Gold Shares position peaked at $16.2M in Q1 2023.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.