DecisionPoint Financial’s GraniteShares Gold Shares BAR Stock Holding History

DecisionPoint Financial’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	$4.19K	Hold	102	–	–	﹤0.01%	300
2026 Q2	$4.06K	Hold	102	–	–	﹤0.01%	252
2026 Q1	$4.71K	Hold	102	–	–	﹤0.01%	223
2025 Q4	$4.33K	Hold	102	–	–	﹤0.01%	261
2025 Q3	$3.89K	Buy	+102	New	+$3.48K	﹤0.01%	191

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

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 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

DecisionPoint Financial's BAR Position: Q3 2026 in Review

DecisionPoint Financial held its GraniteShares Gold Shares (BAR) position steady in Q3 2026 at 102 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

DecisionPoint Financial first reported a position in BAR in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.71K in Q1 2026. 58 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

DecisionPoint Financial held 102 shares of GraniteShares Gold Shares worth $4.19K as of Q3 2026.
DecisionPoint Financial left its GraniteShares Gold Shares share count unchanged in Q3 2026.
GraniteShares Gold Shares made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #300 holding.
DecisionPoint Financial first reported a position in GraniteShares Gold Shares in Q3 2025 and has held it in 5 quarters since.
DecisionPoint Financial's GraniteShares Gold Shares position peaked at $4.71K in Q1 2026.
58 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.