Creative Planning
BAR icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return