Creative Planning’s GraniteShares Gold Shares BAR Stock Holding History

Creative Planning’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	$475K	Sell	12,011 -4,853	-29%	-$216K	﹤0.01%	3230
2026 Q1	$778K	Buy	16,864 +5,472	+48%	+$263K	﹤0.01%	2667
2025 Q4	$484K	Sell	11,392 -2,608	-19%	-$107K	﹤0.01%	2873
2025 Q3	$533K	Sell	14,000 -576	-4%	-$19.7K	﹤0.01%	2655
2025 Q2	$476K	Buy	14,576 +5,693	+64%	+$184K	﹤0.01%	2507
2025 Q1	$274K	Sell	8,883 -2	-0%	-$57	﹤0.01%	2840
2024 Q4	$230K	Sell	8,885 -2,463	-22%	-$64.7K	﹤0.01%	2874
2024 Q3	$295K	Buy	11,348 +2,146	+23%	+$52.5K	﹤0.01%	2536
2024 Q2	$211K	Buy	+9,202	New	+$213K	﹤0.01%	2643

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

Creative Planning's BAR Position: Q2 2026 in Review

Creative Planning reduced its GraniteShares Gold Shares (BAR) stake by 29% in Q2 2026, selling an estimated $216K and leaving 12,011 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #3230.

Creative Planning first reported a position in BAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $778K in Q1 2026. 171 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Creative Planning held 12,011 shares of GraniteShares Gold Shares worth $475K as of Q2 2026.
Creative Planning sold 4,853 GraniteShares Gold Shares shares in Q2 2026, an estimated $216K.
GraniteShares Gold Shares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3230 holding.
Creative Planning first reported a position in GraniteShares Gold Shares in Q2 2024 and has held it in 9 quarters since.
Creative Planning's GraniteShares Gold Shares position peaked at $778K in Q1 2026.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.