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
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 $1.37T AUM 24.88% 1-Year Est. Return
RBA
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
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
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Empowered Funds's BAR Position: Q1 2026 in Review

Empowered Funds increased its GraniteShares Gold Shares (BAR) stake by 11% in Q1 2026, buying an estimated $1.1M and bringing the position to 225,661 shares worth $10.4M. The position accounts for 0.07% of the portfolio, ranked #376.

Empowered Funds first reported a position in BAR in Q3 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Empowered Funds held 225,661 shares of GraniteShares Gold Shares worth $10.4M as of Q1 2026.
  • Empowered Funds bought 22,907 GraniteShares Gold Shares shares in Q1 2026, an estimated $1.1M.
  • GraniteShares Gold Shares made up 0.07% of Empowered Funds's portfolio in Q1 2026, its #376 holding.
  • Empowered Funds first reported a position in GraniteShares Gold Shares in Q3 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.