DMC Group’s GraniteShares Gold Shares BAR Stock Holding History

DMC Group’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	$1.13M	Buy	24,465 +1,350	+6%	+$64.8K	0.76%	41
2025 Q4	$982K	Buy	23,115 +6,882	+42%	+$282K	0.66%	47
2025 Q3	$618K	Buy	16,233 +4,393	+37%	+$150K	0.43%	74
2025 Q2	$386K	Buy	11,840 +2,252	+23%	+$73K	0.3%	90
2025 Q1	$296K	Buy	9,588 +463	+5%	+$13.1K	0.24%	96
2024 Q4	$236K	Sell	9,125 -259	-3%	-$6.8K	0.19%	117
2024 Q3	$244K	Sell	9,384 -2,286	-20%	-$55.9K	0.2%	116
2024 Q2	$268K	Sell	11,670 -5,422	-32%	-$125K	0.23%	106
2024 Q1	$375K	Sell	17,092 -1,082	-6%	-$22.2K	0.32%	91
2023 Q4	$371K	Sell	18,174 -921	-5%	-$18K	0.35%	88
2023 Q3	$349K	Buy	19,095 +100	+0.5%	+$1.91K	0.33%	84
2023 Q2	$361K	Buy	18,995 +113	+0.6%	+$2.21K	0.36%	84
2023 Q1	$371K	Buy	18,882 +997	+6%	+$18.7K	0.37%	84
2022 Q4	$326K	Buy	17,885 +2,180	+14%	+$37.4K	0.37%	81
2022 Q3	$265K	Buy	15,705 +4,700	+43%	+$80.4K	0.32%	86
2022 Q2	$197K	Buy	+11,005	New	+$204K	0.23%	104

Other funds holding BAR

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return