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Essential Partners’s GraniteShares Gold Shares BAR Stock Holding History

Essential Partners’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 		– Sell
-85
Closed -$3.61K – 2860
2025
Q4 		$3.61K Buy
+85
New +$3.48K ﹤0.01% 1565

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $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 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Essential Partners's BAR Position: Q1 2026 in Review

Essential Partners sold out of GraniteShares Gold Shares (BAR) in Q1 2026, closing a stake of 85 shares — an estimated $3.61K sold.

Essential Partners first reported a position in BAR in Q4 2025 and held it in 1 quarter. The position peaked at $3.61K in Q4 2025. 176 funds tracked by Wall St. Rank hold BAR as of Q1 2026.

  • Essential Partners reported no remaining GraniteShares Gold Shares position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 85 GraniteShares Gold Shares shares in Q1 2026, an estimated $3.61K.
  • Essential Partners first reported a position in GraniteShares Gold Shares in Q4 2025 and held it in 1 quarter.
  • Essential Partners's GraniteShares Gold Shares position peaked at $3.61K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.