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Core Wealth Advisors (Indiana)’s GraniteShares Gold Shares BAR Stock Holding History

Core Wealth Advisors (Indiana)’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 		$1.3M Buy
32,937
+710
+2% +$31.5K 0.96% 21
2026
Q1 		$1.49M Sell
32,227
-41,503
-56% -$1.99M 1.14% 21
2025
Q4 		$3.13M Buy
+73,730
New +$3.02M 2.47% 16

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 22.96% 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

Core Wealth Advisors (Indiana)'s BAR Position: Q2 2026 in Review

Core Wealth Advisors (Indiana) increased its GraniteShares Gold Shares (BAR) stake by 2.2% in Q2 2026, buying an estimated $31.5K and bringing the position to 32,937 shares worth $1.3M. The position accounts for 0.96% of the portfolio, ranked #21.

Core Wealth Advisors (Indiana) first reported a position in BAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.13M in Q4 2025. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Core Wealth Advisors (Indiana) held 32,937 shares of GraniteShares Gold Shares worth $1.3M as of Q2 2026.
  • Core Wealth Advisors (Indiana) bought 710 GraniteShares Gold Shares shares in Q2 2026, an estimated $31.5K.
  • GraniteShares Gold Shares made up 0.96% of Core Wealth Advisors (Indiana)'s portfolio in Q2 2026, its #21 holding.
  • Core Wealth Advisors (Indiana) first reported a position in GraniteShares Gold Shares in Q4 2025 and has held it in 3 quarters since.
  • Core Wealth Advisors (Indiana)'s GraniteShares Gold Shares position peaked at $3.13M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Core Wealth Advisors (Indiana)'s 13F filing for Q2 2026, filed 4 Aug 2026.