Denver Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History

Denver Wealth Management’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	$563K	Hold	14,241	–	–	0.16%	56
2026 Q1	$657K	Hold	14,241	–	–	0.23%	52
2025 Q4	$605K	Hold	14,241	–	–	0.21%	48
2025 Q3	$542K	Sell	14,241 -2,066	-13%	-$70.5K	0.2%	54
2025 Q2	$532K	Buy	16,307 +306	+2%	+$9.92K	0.22%	51
2025 Q1	$493K	Hold	16,001	–	–	0.23%	52
2024 Q4	$414K	Buy	16,001 +3,855	+32%	+$101K	0.19%	54
2024 Q3	$315K	Hold	12,146	–	–	0.15%	70
2024 Q2	$279K	Buy	+12,146	New	+$281K	0.14%	69

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

Denver Wealth Management's BAR Position: Q2 2026 in Review

Denver Wealth Management held its GraniteShares Gold Shares (BAR) position steady in Q2 2026 at 14,241 shares worth $563K. The position accounts for 0.16% of the portfolio, ranked #56.

Denver Wealth Management first reported a position in BAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $657K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

Denver Wealth Management held 14,241 shares of GraniteShares Gold Shares worth $563K as of Q2 2026.
Denver Wealth Management left its GraniteShares Gold Shares share count unchanged in Q2 2026.
GraniteShares Gold Shares made up 0.16% of Denver Wealth Management's portfolio in Q2 2026, its #56 holding.
Denver Wealth Management first reported a position in GraniteShares Gold Shares in Q2 2024 and has held it in 9 quarters since.
Denver Wealth Management's GraniteShares Gold Shares position peaked at $657K in Q1 2026.
172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.