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Clearstead Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Clearstead 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 		$46.8K Buy
+1,184
New +$52.6K ﹤0.01% 1519
2024
Q4 		– Sell
-15
Closed -$390 – 2103
2024
Q3 		$390 Hold
15
– – ﹤0.01% 1971
2024
Q2 		$345 Hold
15
– – ﹤0.01% 1957
2024
Q1 		$347 Hold
15
– – ﹤0.01% 1475
2023
Q4 		$306 Buy
+15
New +$293 ﹤0.01% 1476

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

Clearstead Advisors's BAR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in GraniteShares Gold Shares (BAR) in Q2 2026: 1,184 shares worth $46.8K. The stake represents ﹤0.01% of the portfolio and ranks #1519 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BAR as recently as Q3 2024.

Clearstead Advisors first reported a position in BAR in Q4 2023 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Clearstead Advisors held 1,184 shares of GraniteShares Gold Shares worth $46.8K as of Q2 2026.
  • GraniteShares Gold Shares was a new Clearstead Advisors position in Q2 2026.
  • GraniteShares Gold Shares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1519 holding.
  • Clearstead Advisors first reported a position in GraniteShares Gold Shares in Q4 2023 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.