Capital Advisory Group Advisory Services’s GraniteShares Gold Shares BAR Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-153,843	Closed	-$6.54M	–	27
2025 Q4	$6.54M	Buy	153,843 +48,271	+46%	+$1.98M	1.92%	10
2025 Q3	$4.02M	Buy	105,572 +27,752	+36%	+$947K	1.25%	18
2025 Q2	$2.54M	Buy	77,820 +3,214	+4%	+$104K	0.91%	35
2025 Q1	$2.3M	Buy	+74,606	New	+$2.11M	0.88%	40

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Capital Advisory Group Advisory Services's BAR Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of GraniteShares Gold Shares (BAR) in Q1 2026, closing a stake of 153,843 shares — an estimated $6.54M sold.

Capital Advisory Group Advisory Services first reported a position in BAR in Q1 2025 and held it in 4 quarters. The position peaked at $6.54M in Q4 2025. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining GraniteShares Gold Shares position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 153,843 GraniteShares Gold Shares shares in Q1 2026, an estimated $6.54M.
Capital Advisory Group Advisory Services first reported a position in GraniteShares Gold Shares in Q1 2025 and held it in 4 quarters.
Capital Advisory Group Advisory Services's GraniteShares Gold Shares position peaked at $6.54M in Q4 2025.
176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.