Cherry Creek Investment Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Cherry Creek Investment 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	$2.61M	Buy	65,919 +119	+0.2%	+$5.29K	1.03%	27
2026 Q1	$3.04M	Sell	65,800 -11,775	-15%	-$565K	1.32%	21
2025 Q4	$3.3M	Sell	77,575 -371	-0.5%	-$15.2K	1.41%	19
2025 Q3	$2.97M	Buy	77,946 +718	+0.9%	+$24.5K	1.28%	20
2025 Q2	$2.52M	Buy	77,228 +1,134	+1%	+$36.7K	1.18%	23
2025 Q1	$2.35M	Buy	76,094 +1,660	+2%	+$47K	1.22%	22
2024 Q4	$1.93M	Sell	74,434 -8,068	-10%	-$212K	0.95%	25
2024 Q3	$2.14M	Buy	82,502 +1,475	+2%	+$36.1K	1.11%	25
2024 Q2	$1.86M	Buy	81,027 +4,193	+5%	+$96.8K	0.97%	25
2024 Q1	$1.69M	Buy	+76,834	New	+$1.57M	0.91%	27

Other funds holding BAR

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

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

Cherry Creek Investment Advisors's BAR Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its GraniteShares Gold Shares (BAR) stake by 0.18% in Q2 2026, buying an estimated $5.29K and bringing the position to 65,919 shares worth $2.61M. The position accounts for 1.03% of the portfolio, ranked #27.

Cherry Creek Investment Advisors first reported a position in BAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.3M in Q4 2025. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Cherry Creek Investment Advisors held 65,919 shares of GraniteShares Gold Shares worth $2.61M as of Q2 2026.
Cherry Creek Investment Advisors bought 119 GraniteShares Gold Shares shares in Q2 2026, an estimated $5.29K.
GraniteShares Gold Shares made up 1.03% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #27 holding.
Cherry Creek Investment Advisors first reported a position in GraniteShares Gold Shares in Q1 2024 and has held it in 10 quarters since.
Cherry Creek Investment Advisors's GraniteShares Gold Shares position peaked at $3.3M in Q4 2025.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.