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Choreo LLC’s GraniteShares Gold Shares BAR Stock Holding History

Choreo LLC’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 		$992K Buy
25,095
+4,192
+20% +$186K 0.01% 645
2026
Q1 		$964K Buy
20,903
+1,259
+6% +$60.4K 0.01% 630
2025
Q4 		$840K Buy
19,644
+2,405
+14% +$98.4K 0.01% 674
2025
Q3 		$656K Hold
17,239
– – 0.01% 804
2025
Q2 		$563K Buy
17,239
+2,301
+15% +$74.6K 0.01% 836
2025
Q1 		$461K Hold
14,938
– – 0.01% 880
2024
Q4 		$387K Buy
14,938
+2,277
+18% +$59.8K 0.01% 1043
2024
Q3 		$332K Buy
12,661
+1,835
+17% +$44.9K ﹤0.01% 1145
2024
Q2 		$249K Buy
10,826
+1,288
+14% +$29.7K ﹤0.01% 1199
2024
Q1 		$209K Buy
+9,538
New +$195K 0.01% 619

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

Choreo LLC's BAR Position: Q2 2026 in Review

Choreo LLC increased its GraniteShares Gold Shares (BAR) stake by 20% in Q2 2026, buying an estimated $186K and bringing the position to 25,095 shares worth $992K. The position accounts for 0.01% of the portfolio, ranked #645.

Choreo LLC first reported a position in BAR in Q1 2024 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Choreo LLC held 25,095 shares of GraniteShares Gold Shares worth $992K as of Q2 2026.
  • Choreo LLC bought 4,192 GraniteShares Gold Shares shares in Q2 2026, an estimated $186K.
  • GraniteShares Gold Shares made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #645 holding.
  • Choreo LLC first reported a position in GraniteShares Gold Shares in Q1 2024 and has held it in 10 quarters since.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.