Corient Private Wealth
BAR icon

Corient Private Wealth’s GraniteShares Gold Shares BAR Stock Holding History

Corient Private Wealth’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 		$673K Buy
17,024
+248
+1% +$11K ﹤0.01% 2032
2026
Q1 		$774K Sell
16,776
-288
-2% -$13.8K ﹤0.01% 1788
2025
Q4 		$725K Buy
17,064
+2,365
+16% +$96.8K ﹤0.01% 1668
2025
Q3 		$559K Sell
14,699
-5,952
-29% -$203K ﹤0.01% 1737
2025
Q2 		$674K Buy
20,651
+480
+2% +$15.6K ﹤0.01% 1545
2025
Q1 		$622K Buy
20,171
+7,585
+60% +$215K ﹤0.01% 1497
2024
Q4 		$326K Buy
12,586
+1,318
+12% +$34.6K ﹤0.01% 1851
2024
Q3 		$293K Sell
11,268
-575
-5% -$14.1K ﹤0.01% 2025
2024
Q2 		$272K Buy
11,843
+579
+5% +$13.4K ﹤0.01% 1965
2024
Q1 		$247K Sell
11,264
-270
-2% -$5.53K ﹤0.01% 1993
2023
Q4 		$235K Buy
11,534
+375
+3% +$7.33K ﹤0.01% 1992
2023
Q3 		$204K Buy
11,159
+65
+0.6% +$1.24K ﹤0.01% 1914
2023
Q2 		$211K Buy
11,094
+218
+2% +$4.27K ﹤0.01% 1851
2023
Q1 		$212K Sell
10,876
-156
-1% -$2.92K ﹤0.01% 1776
2022
Q4 		$199K Buy
+11,032
New +$189K ﹤0.01% 1495

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

Corient Private Wealth's BAR Position: Q2 2026 in Review

Corient Private Wealth increased its GraniteShares Gold Shares (BAR) stake by 1.5% in Q2 2026, buying an estimated $11K and bringing the position to 17,024 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

Corient Private Wealth first reported a position in BAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $774K in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Corient Private Wealth held 17,024 shares of GraniteShares Gold Shares worth $673K as of Q2 2026.
  • Corient Private Wealth bought 248 GraniteShares Gold Shares shares in Q2 2026, an estimated $11K.
  • GraniteShares Gold Shares made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2032 holding.
  • Corient Private Wealth first reported a position in GraniteShares Gold Shares in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's GraniteShares Gold Shares position peaked at $774K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.