Cetera Investment Advisers
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Cetera Investment Advisers’s GraniteShares Gold Shares BAR Stock Holding History

Cetera Investment Advisers’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 		$12.2M Buy
308,814
+7,330
+2% +$326K 0.01% 1029
2026
Q1 		$13.9M Sell
301,484
-6,612
-2% -$317K 0.01% 870
2025
Q4 		$13.1M Sell
308,096
-5,756
-2% -$236K 0.01% 875
2025
Q3 		$11.9M Sell
313,852
-24,575
-7% -$839K 0.01% 883
2025
Q2 		$11M Sell
338,427
-25,065
-7% -$812K 0.02% 772
2025
Q1 		$11.2M Buy
363,492
+23,041
+7% +$652K 0.02% 710
2024
Q4 		$8.81M Sell
340,451
-3,775
-1% -$99.2K 0.02% 764
2024
Q3 		$8.94M Buy
344,226
+3,475
+1% +$85K 0.02% 744
2024
Q2 		$7.82M Sell
340,751
-25,514
-7% -$589K 0.02% 776
2024
Q1 		$8.04M Buy
366,265
+144,985
+66% +$2.97M 0.02% 755
2023
Q4 		$4.51M Sell
221,280
-11,074
-5% -$216K 0.04% 473
2023
Q3 		$4.25M Sell
232,354
-1,403
-0.6% -$26.7K 0.04% 466
2023
Q2 		$4.44M Sell
233,757
-4,555
-2% -$89.2K 0.04% 444
2023
Q1 		$4.65M Buy
238,312
+16,944
+8% +$317K 0.04% 415
2022
Q4 		$4M Buy
221,368
+58,601
+36% +$1M 0.04% 451
2022
Q3 		$2.68M Sell
162,767
-4,709
-3% -$80.6K 0.05% 367
2022
Q2 		$3M Sell
167,476
-9,501
-5% -$176K 0.05% 393
2022
Q1 		$3.4M Sell
176,977
-2,064
-1% -$38.5K 0.05% 385
2021
Q4 		$3.25M Sell
179,041
-11,710
-6% -$209K 0.05% 402
2021
Q3 		$3.33M Sell
190,751
-4,020
-2% -$71.5K 0.05% 375
2021
Q2 		$3.43M Buy
194,771
+68,741
+55% +$1.24M 0.06% 361
2021
Q1 		$2.14M Sell
126,030
-74,404
-37% -$1.33M 0.04% 405
2020
Q4 		$3.79M Buy
+200,434
New +$3.74M 0.07% 281

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
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
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
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Cetera Investment Advisers's BAR Position: Q2 2026 in Review

Cetera Investment Advisers increased its GraniteShares Gold Shares (BAR) stake by 2.4% in Q2 2026, buying an estimated $326K and bringing the position to 308,814 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #1029.

Cetera Investment Advisers first reported a position in BAR in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.9M in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Cetera Investment Advisers held 308,814 shares of GraniteShares Gold Shares worth $12.2M as of Q2 2026.
  • Cetera Investment Advisers bought 7,330 GraniteShares Gold Shares shares in Q2 2026, an estimated $326K.
  • GraniteShares Gold Shares made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1029 holding.
  • Cetera Investment Advisers first reported a position in GraniteShares Gold Shares in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's GraniteShares Gold Shares position peaked at $13.9M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.