Diversify Advisory Services’s GraniteShares Gold Shares BAR Stock Holding History

Diversify Advisory Services’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 Q4	–	Sell	-7,345	Closed	-$290K	–	917
2025 Q3	$290K	Buy	+7,345	New	+$251K	0.01%	732

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 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 $2.56B AUM 27.42% 1-Year Est. Return

Diversify Advisory Services's BAR Position: Q4 2025 in Review

Diversify Advisory Services sold out of GraniteShares Gold Shares (BAR) in Q4 2025, closing a stake of 7,345 shares — an estimated $290K sold.

Diversify Advisory Services first reported a position in BAR in Q3 2025 and held it in 1 quarter. The position peaked at $290K in Q3 2025. 171 funds tracked by Wall St. Rank hold BAR as of Q4 2025.

Diversify Advisory Services reported no remaining GraniteShares Gold Shares position as of Q4 2025 after selling out during the quarter.
Diversify Advisory Services sold 7,345 GraniteShares Gold Shares shares in Q4 2025, an estimated $290K.
Diversify Advisory Services first reported a position in GraniteShares Gold Shares in Q3 2025 and held it in 1 quarter.
Diversify Advisory Services's GraniteShares Gold Shares position peaked at $290K in Q3 2025.
171 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.