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 Q3	$51.8K	Sell	1,266 -21	-2%	-$881	﹤0.01%	1378
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

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

ETF Store Overland Park, Kansas $122M AUM 15.06% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return

SWP

Semus Wealth Partners Boca Raton, Florida $220M AUM 21.43% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

CoreCap Advisors's BAR Position: Q3 2026 in Review

CoreCap Advisors reduced its GraniteShares Gold Shares (BAR) stake by 1.6% in Q3 2026, selling an estimated $881 and leaving 1,266 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

CoreCap Advisors first reported a position in BAR in Q4 2021 and has held it in 14 quarters since. The position peaked at $95.1K in Q4 2022. 48 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

CoreCap Advisors held 1,266 shares of GraniteShares Gold Shares worth $51.8K as of Q3 2026.
CoreCap Advisors sold 21 GraniteShares Gold Shares shares in Q3 2026, an estimated $881.
GraniteShares Gold Shares made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1378 holding.
CoreCap Advisors first reported a position in GraniteShares Gold Shares in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's GraniteShares Gold Shares position peaked at $95.1K in Q4 2022.
48 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.