CoreCap Advisors’s GraniteShares Gold Shares BAR Stock Holding History

CoreCap 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	$50.9K	Buy	1,287 +41	+3%	+$1.82K	﹤0.01%	1401
2026 Q1	$57.5K	Hold	1,246	–	–	﹤0.01%	1237
2025 Q4	$52.9K	Hold	1,246	–	–	﹤0.01%	1315
2025 Q3	$47.4K	Hold	1,246	–	–	﹤0.01%	1343
2025 Q2	$40.7K	Hold	1,246	–	–	﹤0.01%	1334
2025 Q1	$38.4K	Sell	1,246 -5	-0.4%	-$141	﹤0.01%	1281
2024 Q4	$32.4K	Hold	1,251	–	–	﹤0.01%	1363
2024 Q3	$32.5K	Hold	1,251	–	–	﹤0.01%	1361
2024 Q2	$28.7K	Sell	1,251 -22	-2%	-$508	﹤0.01%	792
2024 Q1	$28K	Buy	+1,273	New	+$26.1K	﹤0.01%	1336
2022 Q4	$95.1K	Buy	+5,271	New	+$90.4K	0.01%	754
2022 Q3	–	Sell	-7	Closed	–	–	660
2022 Q2	$0	Buy	+7	New	+$130	﹤0.01%	2126
2022 Q1	–	Sell	-7	Closed	-$1K	–	670
2021 Q4	$1K	Buy	+7	New	+$125	﹤0.01%	2049

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 22.96% 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

CoreCap Advisors's BAR Position: Q2 2026 in Review

CoreCap Advisors increased its GraniteShares Gold Shares (BAR) stake by 3.3% in Q2 2026, buying an estimated $1.82K and bringing the position to 1,287 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

CoreCap Advisors first reported a position in BAR in Q4 2021 and has held it in 13 quarters since. The position peaked at $95.1K in Q4 2022. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

CoreCap Advisors held 1,287 shares of GraniteShares Gold Shares worth $50.9K as of Q2 2026.
CoreCap Advisors bought 41 GraniteShares Gold Shares shares in Q2 2026, an estimated $1.82K.
GraniteShares Gold Shares made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1401 holding.
CoreCap Advisors first reported a position in GraniteShares Gold Shares in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's GraniteShares Gold Shares position peaked at $95.1K in Q4 2022.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.