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 Q3	$539K	Sell	13,172 -48	-0.4%	-$2.01K	0.28%	75
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

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

ETF Store Overland Park, Kansas $122M AUM 15.06% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return

SWP

Semus Wealth Partners Boca Raton, Florida $220M AUM 21.43% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Ehrlich Financial Group's BAR Position: Q3 2026 in Review

Ehrlich Financial Group reduced its GraniteShares Gold Shares (BAR) stake by 0.36% in Q3 2026, selling an estimated $2.01K and leaving 13,172 shares worth $539K. The position accounts for 0.28% of the portfolio, ranked #75.

Ehrlich Financial Group first reported a position in BAR in Q4 2023 and has held it in 12 quarters since. The position peaked at $625K in Q1 2026. 48 funds tracked by Wall St. Rank hold BAR as of Q3 2026.

Ehrlich Financial Group held 13,172 shares of GraniteShares Gold Shares worth $539K as of Q3 2026.
Ehrlich Financial Group sold 48 GraniteShares Gold Shares shares in Q3 2026, an estimated $2.01K.
GraniteShares Gold Shares made up 0.28% of Ehrlich Financial Group's portfolio in Q3 2026, its #75 holding.
Ehrlich Financial Group first reported a position in GraniteShares Gold Shares in Q4 2023 and has held it in 12 quarters since.
Ehrlich Financial Group's GraniteShares Gold Shares position peaked at $625K in Q1 2026.
48 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.