Clear Point Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Clear Point 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	$3.55M	Sell	89,915 -3,969	-4%	-$176K	3.15%	8
2026 Q1	$4.33M	Buy	93,884 +2,913	+3%	+$140K	3.36%	10
2025 Q4	$3.87M	Sell	90,971 -2,645	-3%	-$108K	3%	6
2025 Q3	$3.56M	Sell	93,616 -3,510	-4%	-$120K	2.77%	9
2025 Q2	$3.11M	Buy	97,126 +600	+0.6%	+$19.4K	2.62%	10
2025 Q1	$2.98M	Buy	96,526 +8,493	+10%	+$240K	2.68%	10
2024 Q4	$2.28M	Buy	88,033 +594	+0.7%	+$15.6K	1.95%	12
2024 Q3	$2.27M	Buy	87,439 +5,706	+7%	+$140K	1.76%	12
2024 Q2	$1.88M	Buy	81,733 +1,109	+1%	+$25.6K	1.54%	13
2024 Q1	$1.77M	Buy	80,624 +1,033	+1%	+$21.2K	1.46%	14
2023 Q4	$1.62M	Buy	+79,591	New	+$1.56M	1.43%	14

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

Clear Point Advisors's BAR Position: Q2 2026 in Review

Clear Point Advisors reduced its GraniteShares Gold Shares (BAR) stake by 4.2% in Q2 2026, selling an estimated $176K and leaving 89,915 shares worth $3.55M. The position accounts for 3.15% of the portfolio, ranked #8.

Clear Point Advisors first reported a position in BAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.33M in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Clear Point Advisors held 89,915 shares of GraniteShares Gold Shares worth $3.55M as of Q2 2026.
Clear Point Advisors sold 3,969 GraniteShares Gold Shares shares in Q2 2026, an estimated $176K.
GraniteShares Gold Shares made up 3.15% of Clear Point Advisors's portfolio in Q2 2026, its #8 holding.
Clear Point Advisors first reported a position in GraniteShares Gold Shares in Q4 2023 and has held it in 11 quarters since.
Clear Point Advisors's GraniteShares Gold Shares position peaked at $4.33M in Q1 2026.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.