Compass Financial Management’s GraniteShares Gold Shares BAR Stock Holding History

Compass Financial Management’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	$2.91M	Buy	+73,413	New	+$3.26M	0.35%	75

Other funds holding BAR

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

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Compass Financial Management's BAR Position: Q2 2026 in Review

Compass Financial Management opened a new position in GraniteShares Gold Shares (BAR) in Q2 2026: 73,413 shares worth $2.91M. The stake represents 0.35% of the portfolio and ranks #75 among its holdings.

166 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Compass Financial Management held 73,413 shares of GraniteShares Gold Shares worth $2.91M as of Q2 2026.
GraniteShares Gold Shares was a new Compass Financial Management position in Q2 2026.
GraniteShares Gold Shares made up 0.35% of Compass Financial Management's portfolio in Q2 2026, its #75 holding.
166 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.