Comprehensive Financial Consultants Institutional’s GraniteShares Gold Shares BAR Stock Holding History

Comprehensive Financial Consultants Institutional’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	$343K	Hold	8,687	–	–	0.09%	158
2026 Q1	$401K	Hold	8,687	–	–	0.12%	146
2025 Q4	$369K	Hold	8,687	–	–	0.11%	140
2025 Q3	$331K	Hold	8,687	–	–	0.1%	145
2025 Q2	$284K	Hold	8,687	–	–	0.09%	156
2025 Q1	$268K	Hold	8,687	–	–	0.1%	151
2024 Q4	$225K	Buy	8,687 +967	+13%	+$25.4K	0.08%	161
2024 Q3	$200K	Buy	+7,720	New	+$189K	0.07%	165
2022 Q1	–	Sell	-2,560	Closed	-$48K	–	179
2021 Q4	$48K	Buy	+2,560	New	+$45.6K	0.03%	236

Other funds holding BAR

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return