DFP
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Defined Financial Planning’s GraniteShares Gold Shares BAR Stock Holding History

Defined Financial 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
2025
Q3 		– Sell
-41,930
Closed -$1.38M – 66
2025
Q2 		$1.38M Buy
+41,930
New +$1.36M 1.22% 22

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Defined Financial Planning's BAR Position: Q3 2025 in Review

Defined Financial Planning sold out of GraniteShares Gold Shares (BAR) in Q3 2025, closing a stake of 41,930 shares — an estimated $1.38M sold.

Defined Financial Planning first reported a position in BAR in Q2 2025 and held it in 1 quarter. The position peaked at $1.38M in Q2 2025. 157 funds tracked by Wall St. Rank hold BAR as of Q3 2025.

  • Defined Financial Planning reported no remaining GraniteShares Gold Shares position as of Q3 2025 after selling out during the quarter.
  • Defined Financial Planning sold 41,930 GraniteShares Gold Shares shares in Q3 2025, an estimated $1.38M.
  • Defined Financial Planning first reported a position in GraniteShares Gold Shares in Q2 2025 and held it in 1 quarter.
  • Defined Financial Planning's GraniteShares Gold Shares position peaked at $1.38M in Q2 2025.
  • 157 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.