CLG LLC’s GraniteShares Gold Shares BAR Stock Holding History

CLG 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 Q3	$491K	Hold	12,000	–	–	0.1%	84
2026 Q2	$474K	Hold	12,000	–	–	0.1%	99
2026 Q1	$554K	Hold	12,000	–	–	0.14%	83
2025 Q4	$510K	Hold	12,000	–	–	0.13%	87
2025 Q3	$457K	Hold	12,000	–	–	0.12%	92
2025 Q2	$392K	Hold	12,000	–	–	0.12%	93
2025 Q1	$370K	Hold	12,000	–	–	0.13%	88
2024 Q4	$311K	Buy	+12,000	New	+$315K	0.11%	92

Other funds holding BAR

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

ETF Store Overland Park, Kansas $122M AUM 15.06% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return

SWP

Semus Wealth Partners Boca Raton, Florida $220M AUM 21.43% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

CLG LLC's BAR Position: Q3 2026 in Review

CLG LLC held its GraniteShares Gold Shares (BAR) position steady in Q3 2026 at 12,000 shares worth $491K. The position accounts for 0.1% of the portfolio, ranked #84.

CLG LLC first reported a position in BAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $554K in Q1 2026. 48 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

CLG LLC held 12,000 shares of GraniteShares Gold Shares worth $491K as of Q3 2026.
CLG LLC left its GraniteShares Gold Shares share count unchanged in Q3 2026.
GraniteShares Gold Shares made up 0.1% of CLG LLC's portfolio in Q3 2026, its #84 holding.
CLG LLC first reported a position in GraniteShares Gold Shares in Q4 2024 and has held it in 8 quarters since.
CLG LLC's GraniteShares Gold Shares position peaked at $554K in Q1 2026.
48 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.