Castle Rock Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Castle Rock Wealth 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 Q2	$278K	Hold	6,979	–	–	0.05%	237
2026 Q1	$321K	Hold	6,979	–	–	0.07%	211
2025 Q4	$337K	Buy	6,979 +55	+0.8%	+$2.25K	0.07%	204
2025 Q3	$262K	Hold	6,924	–	–	0.06%	225
2025 Q2	$232K	Buy	6,924 +209	+3%	+$6.77K	0.05%	231
2025 Q1	$206K	Buy	+6,715	New	+$190K	0.06%	222
2024 Q3	–	Sell	-8,847	Closed	-$204K	–	243
2024 Q2	$204K	Hold	8,847	–	–	0.05%	233
2024 Q1	$202K	Buy	+8,847	New	+$181K	0.06%	230
2023 Q2	–	Sell	-10,559	Closed	-$213K	–	211
2023 Q1	$213K	Hold	10,559	–	–	0.08%	201
2022 Q4	$202K	Hold	10,559	–	–	0.09%	213
2022 Q3	$174K	Hold	10,559	–	–	0.09%	191
2022 Q2	$182K	Hold	10,559	–	–	0.09%	203
2022 Q1	$204K	Buy	+10,559	New	+$197K	0.09%	224

Other funds holding BAR

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

J.E. Simmons & Co Dallas, Texas $177M AUM