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

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

Comprehensive Financial Consultants Institutional's BAR Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its GraniteShares Gold Shares (BAR) position steady in Q2 2026 at 8,687 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #158.

Comprehensive Financial Consultants Institutional first reported a position in BAR in Q4 2021 and has held it in 9 quarters since. The position peaked at $401K in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Comprehensive Financial Consultants Institutional held 8,687 shares of GraniteShares Gold Shares worth $343K as of Q2 2026.
Comprehensive Financial Consultants Institutional left its GraniteShares Gold Shares share count unchanged in Q2 2026.
GraniteShares Gold Shares made up 0.09% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #158 holding.
Comprehensive Financial Consultants Institutional first reported a position in GraniteShares Gold Shares in Q4 2021 and has held it in 9 quarters since.
Comprehensive Financial Consultants Institutional's GraniteShares Gold Shares position peaked at $401K in Q1 2026.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.