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Concurrent Investment Advisors’s GraniteShares Gold Shares BAR Stock Holding History

Concurrent Investment 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 		$317K Sell
8,019
-522
-6% -$23.2K ﹤0.01% 1660
2026
Q1 		$394K Buy
8,541
+2,255
+36% +$108K ﹤0.01% 1334
2025
Q4 		$267K Buy
+6,286
New +$257K ﹤0.01% 1474

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Concurrent Investment Advisors's BAR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its GraniteShares Gold Shares (BAR) stake by 6.1% in Q2 2026, selling an estimated $23.2K and leaving 8,019 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Concurrent Investment Advisors first reported a position in BAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $394K in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Concurrent Investment Advisors held 8,019 shares of GraniteShares Gold Shares worth $317K as of Q2 2026.
  • Concurrent Investment Advisors sold 522 GraniteShares Gold Shares shares in Q2 2026, an estimated $23.2K.
  • GraniteShares Gold Shares made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1660 holding.
  • Concurrent Investment Advisors first reported a position in GraniteShares Gold Shares in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's GraniteShares Gold Shares position peaked at $394K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.