Coastal Bridge Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Coastal Bridge 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	$431K	Buy	10,905 +17	+0.2%	+$755	0.03%	340
2026 Q1	$502K	Sell	10,888 -56	-0.5%	-$2.69K	0.04%	312
2025 Q4	$465K	Hold	10,944	–	–	0.03%	310
2025 Q3	$417K	Sell	10,944 -190	-2%	-$6.49K	0.03%	323
2025 Q2	$363K	Sell	11,134 -4,635	-29%	-$150K	0.03%	326
2025 Q1	$486K	Buy	+15,769	New	+$446K	0.04%	287

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 22.9% 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

Coastal Bridge Advisors's BAR Position: Q2 2026 in Review

Coastal Bridge Advisors increased its GraniteShares Gold Shares (BAR) stake by 0.16% in Q2 2026, buying an estimated $755 and bringing the position to 10,905 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #340.

Coastal Bridge Advisors first reported a position in BAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $502K in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Coastal Bridge Advisors held 10,905 shares of GraniteShares Gold Shares worth $431K as of Q2 2026.
Coastal Bridge Advisors bought 17 GraniteShares Gold Shares shares in Q2 2026, an estimated $755.
GraniteShares Gold Shares made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #340 holding.
Coastal Bridge Advisors first reported a position in GraniteShares Gold Shares in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's GraniteShares Gold Shares position peaked at $502K in Q1 2026.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.