Cambridge Investment Research Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Cambridge Investment Research 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	$2.12M	Sell	53,544 -4,079	-7%	-$181K	﹤0.01%	1528
2026 Q1	$2.66M	Sell	57,623 -1,430	-2%	-$68.7K	0.01%	1383
2025 Q4	$2.51M	Sell	59,053 -2,245	-4%	-$91.9K	0.01%	1348
2025 Q3	$2.33M	Buy	61,298 +16,613	+37%	+$567K	0.01%	1386
2025 Q2	$1.46M	Sell	44,685 -65	-0.1%	-$2.11K	﹤0.01%	1676
2025 Q1	$1.38M	Buy	44,750 +7,168	+19%	+$203K	﹤0.01%	1614
2024 Q4	$973K	Buy	37,582 +1,718	+5%	+$45.1K	﹤0.01%	1901
2024 Q3	$931K	Buy	35,864 +2,933	+9%	+$71.8K	﹤0.01%	1904
2024 Q2	$756K	Sell	32,931 -1,940	-6%	-$44.8K	﹤0.01%	1977
2024 Q1	$766K	Buy	34,871 +903	+3%	+$18.5K	﹤0.01%	1916
2023 Q4	$693K	Sell	33,968 -5,849	-15%	-$114K	﹤0.01%	1918
2023 Q3	$728K	Buy	39,817 +1,638	+4%	+$31.2K	﹤0.01%	1782
2023 Q2	$726K	Buy	38,179 +2,600	+7%	+$50.9K	﹤0.01%	1851
2023 Q1	$694K	Buy	35,579 +16,019	+82%	+$300K	﹤0.01%	1836
2022 Q4	$353K	Buy	19,560 +1,111	+6%	+$19K	﹤0.01%	2302
2022 Q3	$304K	Sell	18,449 -50	-0.3%	-$855	﹤0.01%	2349
2022 Q2	$331K	Sell	18,499 -280	-1%	-$5.2K	﹤0.01%	2297
2022 Q1	$361K	Sell	18,779 -3,315	-15%	-$61.8K	﹤0.01%	2382
2021 Q4	$401K	Buy	22,094 +4,369	+25%	+$77.9K	﹤0.01%	2283
2021 Q3	$309K	Buy	17,725 +1,957	+12%	+$34.8K	﹤0.01%	2439
2021 Q2	$277K	Buy	15,768 +946	+6%	+$17.1K	﹤0.01%	2535
2021 Q1	$252K	Sell	14,822 -6,000	-29%	-$107K	﹤0.01%	2419
2020 Q4	$393K	Sell	20,822 -88,381	-81%	-$1.65M	﹤0.01%	1936
2020 Q3	$2.05M	Sell	109,203 -14,018	-11%	-$267K	0.01%	796
2020 Q2	$2.19M	Buy	123,221 +19,511	+19%	+$333K	0.02%	729
2020 Q1	$1.63M	Buy	+103,710	New	+$1.63M	0.02%	750

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

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

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Cambridge Investment Research Advisors's BAR Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its GraniteShares Gold Shares (BAR) stake by 7.1% in Q2 2026, selling an estimated $181K and leaving 53,544 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Cambridge Investment Research Advisors first reported a position in BAR in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.66M in Q1 2026. 50 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Cambridge Investment Research Advisors held 53,544 shares of GraniteShares Gold Shares worth $2.12M as of Q2 2026.
Cambridge Investment Research Advisors sold 4,079 GraniteShares Gold Shares shares in Q2 2026, an estimated $181K.
GraniteShares Gold Shares made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1528 holding.
Cambridge Investment Research Advisors first reported a position in GraniteShares Gold Shares in Q1 2020 and has held it in 26 quarters since.
Cambridge Investment Research Advisors's GraniteShares Gold Shares position peaked at $2.66M in Q1 2026.
50 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.