Cerity Partners’s GraniteShares Gold Shares BAR Stock Holding History

Cerity Partners’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	$541K	Sell	13,691 -100	-0.7%	-$4.44K	﹤0.01%	2380
2026 Q1	$636K	Buy	13,791 +2,566	+23%	+$123K	﹤0.01%	2135
2025 Q4	$477K	Buy	11,225 +500	+5%	+$20.5K	﹤0.01%	2140
2025 Q3	$408K	Hold	10,725	–	–	﹤0.01%	2100
2025 Q2	$350K	Hold	10,725	–	–	﹤0.01%	2064
2025 Q1	$331K	Hold	10,725	–	–	﹤0.01%	1973
2024 Q4	$278K	Hold	10,725	–	–	﹤0.01%	2074
2024 Q3	$279K	Buy	+10,725	New	+$262K	﹤0.01%	2109

Other funds holding BAR

Jupiter Topco New York $245B AUM

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

BOPW

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

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Cerity Partners's BAR Position: Q2 2026 in Review

Cerity Partners reduced its GraniteShares Gold Shares (BAR) stake by 0.73% in Q2 2026, selling an estimated $4.44K and leaving 13,691 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

Cerity Partners first reported a position in BAR in Q3 2024 and has held it in 8 quarters since. The position peaked at $636K in Q1 2026. 166 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Cerity Partners held 13,691 shares of GraniteShares Gold Shares worth $541K as of Q2 2026.
Cerity Partners sold 100 GraniteShares Gold Shares shares in Q2 2026, an estimated $4.44K.
GraniteShares Gold Shares made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2380 holding.
Cerity Partners first reported a position in GraniteShares Gold Shares in Q3 2024 and has held it in 8 quarters since.
Cerity Partners's GraniteShares Gold Shares position peaked at $636K in Q1 2026.
166 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.