EF
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Empowered Funds’s GraniteShares Gold Shares BAR Stock Holding History

Empowered Funds’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 		$3.82M Sell
96,550
-129,111
-57% -$5.74M 0.02% 840
2026
Q1 		$10.4M Buy
225,661
+22,907
+11% +$1.1M 0.07% 376
2025
Q4 		$8.62M Buy
202,754
+80,831
+66% +$3.31M 0.15% 162
2025
Q3 		$4.64M Buy
+121,923
New +$4.16M 0.05% 512

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empowered Funds's BAR Position: Q2 2026 in Review

Empowered Funds reduced its GraniteShares Gold Shares (BAR) stake by 57% in Q2 2026, selling an estimated $5.74M and leaving 96,550 shares worth $3.82M. The position accounts for 0.02% of the portfolio, ranked #840.

Empowered Funds first reported a position in BAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.4M in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Empowered Funds held 96,550 shares of GraniteShares Gold Shares worth $3.82M as of Q2 2026.
  • Empowered Funds sold 129,111 GraniteShares Gold Shares shares in Q2 2026, an estimated $5.74M.
  • GraniteShares Gold Shares made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #840 holding.
  • Empowered Funds first reported a position in GraniteShares Gold Shares in Q3 2025 and has held it in 4 quarters since.
  • Empowered Funds's GraniteShares Gold Shares position peaked at $10.4M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.