Commonwealth Equity Services’s GraniteShares Gold Shares BAR Stock Holding History

Commonwealth Equity Services’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	$4.15M	Buy	104,866 +840	+0.8%	+$37.3K	0.01%	1553
2026 Q1	$4.8M	Buy	104,026 +3,040	+3%	+$146K	0.01%	1364
2025 Q4	$4.29M	Sell	100,986 -22,308	-18%	-$913K	0.01%	1436
2025 Q3	$4.69M	Buy	123,294 +4,658	+4%	+$159K	0.01%	1398
2025 Q2	$3.87M	Sell	118,636 -1,201	-1%	-$38.9K	0.01%	1501
2025 Q1	$3.7M	Buy	119,837 +3,971	+3%	+$112K	0.01%	1480
2024 Q4	$3M	Buy	115,866 +27,732	+31%	+$728K	﹤0.01%	1576
2024 Q3	$2.29M	Buy	88,134 +14,500	+20%	+$355K	﹤0.01%	1715
2024 Q2	$1.69M	Buy	73,634 +4,544	+7%	+$105K	﹤0.01%	1902
2024 Q1	$1.52M	Buy	69,090 +7,632	+12%	+$156K	﹤0.01%	1951
2023 Q4	$1.25M	Buy	61,458 +4,014	+7%	+$78.5K	﹤0.01%	2007
2023 Q3	$1.05M	Sell	57,444 -13,668	-19%	-$261K	﹤0.01%	2042
2023 Q2	$1.35M	Buy	71,112 +793	+1%	+$15.5K	﹤0.01%	1893
2023 Q1	$1.37M	Buy	70,319 +31,899	+83%	+$598K	﹤0.01%	1822
2022 Q4	$693K	Sell	38,420 -4,145	-10%	-$71.1K	﹤0.01%	2209
2022 Q3	$701K	Sell	42,565 -397	-0.9%	-$6.79K	﹤0.01%	2151
2022 Q2	$769K	Buy	42,962 +8,843	+26%	+$164K	﹤0.01%	2095
2022 Q1	$655K	Buy	34,119 +12,920	+61%	+$241K	﹤0.01%	2313
2021 Q4	$384K	Buy	21,199 +125	+0.6%	+$2.23K	﹤0.01%	2749
2021 Q3	$367K	Buy	21,074 +2,734	+15%	+$48.6K	﹤0.01%	2733
2021 Q2	$322K	Buy	18,340 +4,614	+34%	+$83.2K	﹤0.01%	2830
2021 Q1	$233K	Sell	13,726 -7,006	-34%	-$125K	﹤0.01%	3001
2020 Q4	$391K	Buy	20,732 +1,266	+7%	+$23.6K	﹤0.01%	2332
2020 Q3	$364K	Buy	19,466 +4,680	+32%	+$89.1K	﹤0.01%	2210
2020 Q2	$262K	Buy	14,786 +1,284	+10%	+$21.9K	﹤0.01%	2380
2020 Q1	$211K	Sell	13,502 -103,645	-88%	-$1.63M	﹤0.01%	2346
2019 Q4	$1.77M	Sell	117,147 -7,630	-6%	-$113K	0.01%	1110
2019 Q3	$1.83M	Buy	+124,777	New	+$1.83M	0.01%	1017

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

Commonwealth Equity Services's BAR Position: Q2 2026 in Review

Commonwealth Equity Services increased its GraniteShares Gold Shares (BAR) stake by 0.81% in Q2 2026, buying an estimated $37.3K and bringing the position to 104,866 shares worth $4.15M. The position accounts for 0.01% of the portfolio, ranked #1553.

Commonwealth Equity Services first reported a position in BAR in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.8M in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Commonwealth Equity Services held 104,866 shares of GraniteShares Gold Shares worth $4.15M as of Q2 2026.
Commonwealth Equity Services bought 840 GraniteShares Gold Shares shares in Q2 2026, an estimated $37.3K.
GraniteShares Gold Shares made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1553 holding.
Commonwealth Equity Services first reported a position in GraniteShares Gold Shares in Q3 2019 and has held it in 28 quarters since.
Commonwealth Equity Services's GraniteShares Gold Shares position peaked at $4.8M in Q1 2026.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.