EFG
BAR icon

Ehrlich Financial Group’s GraniteShares Gold Shares BAR Stock Holding History

Ehrlich Financial 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
Q2 		$523K Sell
13,220
-330
-2% -$14.7K 0.27% 78
2026
Q1 		$625K Sell
13,550
-11
-0.1% -$528 0.36% 69
2025
Q4 		$576K Sell
13,561
-343
-2% -$14K 0.33% 66
2025
Q3 		$529K Sell
13,904
-2,162
-13% -$73.8K 0.31% 64
2025
Q2 		$524K Sell
16,066
-1,012
-6% -$32.8K 0.34% 64
2025
Q1 		$527K Sell
17,078
-139
-0.8% -$3.93K 0.38% 56
2024
Q4 		$446K Buy
17,217
+50
+0.3% +$1.31K 0.32% 64
2024
Q3 		$446K Sell
17,167
-6
-0% -$147 0.32% 58
2024
Q2 		$394K Sell
17,173
-1,255
-7% -$29K 0.31% 61
2024
Q1 		$405K Buy
18,428
+1,646
+10% +$33.7K 0.34% 64
2023
Q4 		$342K Buy
+16,782
New +$328K 0.34% 65

Other funds holding BAR

BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Ehrlich Financial Group's BAR Position: Q2 2026 in Review

Ehrlich Financial Group reduced its GraniteShares Gold Shares (BAR) stake by 2.4% in Q2 2026, selling an estimated $14.7K and leaving 13,220 shares worth $523K. The position accounts for 0.27% of the portfolio, ranked #78.

Ehrlich Financial Group first reported a position in BAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $625K in Q1 2026. 46 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Ehrlich Financial Group held 13,220 shares of GraniteShares Gold Shares worth $523K as of Q2 2026.
  • Ehrlich Financial Group sold 330 GraniteShares Gold Shares shares in Q2 2026, an estimated $14.7K.
  • GraniteShares Gold Shares made up 0.27% of Ehrlich Financial Group's portfolio in Q2 2026, its #78 holding.
  • Ehrlich Financial Group first reported a position in GraniteShares Gold Shares in Q4 2023 and has held it in 11 quarters since.
  • Ehrlich Financial Group's GraniteShares Gold Shares position peaked at $625K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.